Image Title

Search Results for 20,30%:

Kelly Hoang, Gilead | WiDS 2023


 

(upbeat music) >> Welcome back to The Cubes coverage of WIDS 2023 the eighth Annual Women in Data Science Conference which is held at Stanford University. I'm your host, Lisa Martin. I'm really excited to be having some great co-hosts today. I've got Hannah Freytag with me, who is a data journalism master student at Stanford. We have yet another inspiring woman in technology to bring to you today. Kelly Hoang joins us, data scientist at Gilead. It's so great to have you, Kelly. >> Hi, thank you for having me today. I'm super excited to be here and share my journey with you guys. >> Let's talk about that journey. You recently got your PhD in information sciences, congratulations. >> Thank you. Yes, I just graduated, I completed my PhD in information sciences from University of Illinois Urbana-Champaign. And right now I moved to Bay Area and started my career as a data scientist at Gilead. >> And you're in better climate. Well, we do get snow here. >> Kelly: That's true. >> We proved that the last... And data science can show us all the climate change that's going on here. >> That's true. That's the topic of the data fund this year, right? To understand the changes in the climate. >> Yeah. Talk a little bit about your background. You were mentioning before we went live that you come from a whole family of STEM students. So you had that kind of in your DNA. >> Well, I consider myself maybe I was a lucky case. I did grew up in a family in the STEM environment. My dad actually was a professor in computer science. So I remember when I was at a very young age, I already see like datas, all of these computer science concepts. So grew up to be a data scientist is always something like in my mind. >> You aspired to be. >> Yes. >> I love that. >> So I consider myself in a lucky place in that way. But also, like during this journey to become a data scientist you need to navigate yourself too, right? Like you have this roots, like this foundation but then you still need to kind of like figure out yourself what is it? Is it really the career that you want to pursue? But I'm happy that I'm end up here today and where I am right now. >> Oh, we're happy to have you. >> Yeah. So you' re with Gilead now after you're completing your PhD. And were you always interested in the intersection of data science and health, or is that something you explored throughout your studies? >> Oh, that's an excellent question. So I did have background in computer science but I only really get into biomedical domain when I did my PhD at school. So my research during my PhD was natural language processing, NLP and machine learning and their applications in biomedical domains. And then when I graduated, I got my first job in Gilead Science. Is super, super close and super relevant to what my research at school. And at Gilead, I am working in the advanced analytics department, and our focus is to bring artificial intelligence and machine learning into supporting clinical decision making. And really the ultimate goal is how to use AI to accelerate the precision medicine. So yes, it's something very like... I'm very lucky to get the first job that which is very close to my research at school. >> That's outstanding. You know, when we talk about AI, we can't not talk about ethics, bias. >> Kelly: Right. >> We know there's (crosstalk) Yes. >> Kelly: In healthcare. >> Exactly. Exactly. Equities in healthcare, equities in so many things. Talk a little bit about what excites you about AI, what you're doing at Gilead to really influence... I mean this, we're talking about something that's influencing life and death situations. >> Kelly: Right. >> How are you using AI in a way that is really maximizing the opportunities that AI can bring and maximizing the value in the data, but helping to dial down some of the challenges that come with AI? >> Yep. So as you may know already with the digitalization of medical records, this is nowaday, we have a tremendous opportunities to fulfill the dream of precision medicine. And what I mean by precision medicines, means now the treatments for people can be really tailored to individual patients depending on their own like characteristic or demographic or whatever. And nature language processing and machine learning, and AI in general really play a key role in that innovation, right? Because like there's a vast amount of information of patients and patient journeys or patient treatment is conducted and recorded in text. So that's why our group was established. Actually our department, advanced analytic department in Gilead is pretty new. We established our department last year. >> Oh wow. >> But really our mission is to bring AI into this field because we see the opportunity now. We have a vast amount of data about patient about their treatments, how we can mine these data how we can understand and tailor the treatment to individuals. And give everyone better care. >> I love that you brought up precision medicine. You know, I always think, if I kind of abstract everything, technology, data, connectivity, we have this expectation in our consumer lives. We can get anything we want. Not only can we get anything we want but we expect whoever we're engaging with, whether it's Amazon or Uber or Netflix to know enough about me to get me that precise next step. I don't think about precision medicine but you bring up such a great point. We expect these tailored experiences in our personal lives. Why not expect that in medicine as well? And have a tailored treatment plan based on whatever you have, based on data, your genetics, and being able to use NLP, machine learning and AI to drive that is really exciting. >> Yeah. You recap it very well, but then you also bring up a good point about the challenges to bring AI into this field right? Definitely this is an emerging field, but also very challenging because we talk about human health. We are doing the work that have direct impact to human health. So everything need to be... Whatever model, machine learning model that you are building, developing you need to be precise. It need to be evaluated properly before like using as a product, apply into the real practice. So it's not like recommendation systems for shopping or anything like that. We're talking about our actual health. So yes, it's challenging that way. >> Yeah. With that, you already answered one of the next questions I had because like medical data and health data is very sensitive. And how you at Gilead, you know, try to protect this data to protect like the human beings, you know, who are the data in the end. >> The security aspect is critical. You bring up a great point about sensitive data. We think of healthcare as sensitive data. Or PII if you're doing a bank transaction. We have to be so careful with that. Where is security, data security, in your everyday work practices within data science? Is it... I imagine it's a fundamental piece. >> Yes, for sure. We at Gilead, for sure, in data science organization we have like intensive trainings for employees about data privacy and security, how you use the data. But then also at the same time, when we work directly with dataset, it's not that we have like direct information about patient at like very granular level. Everything is need to be kind of like anonymized at some points to protect patient privacy. So we do have rules, policies to follow to put that in place in our organization. >> Very much needed. So some of the conversations we heard, were you able to hear the keynote this morning? >> Yes. I did. I attended. Like I listened to all of them. >> Isn't it fantastic? >> Yes, yes. Especially hearing these women from different backgrounds, at different level of their professional life, sharing their journeys. It's really inspiring. >> And Hannah, and I've been talking about, a lot of those journeys look like this. >> I know >> You just kind of go... It's very... Yours is linear, but you're kind of the exception. >> Yeah, this is why I consider my case as I was lucky to grow up in STEM environment. But then again, back to my point at the beginning, sometimes you need to navigate yourself too. Like I did mention about, I did my pa... Sorry, my bachelor degree in Vietnam, in STEM and in computer science. And that time, there's only five girls in a class of 100 students. So I was not the smartest person in the room. And I kept my minority in that areas, right? So at some point I asked myself like, "Huh, I don't know. Is this really my careers." It seems that others, like male people or students, they did better than me. But then you kind of like, I always have this passion of datas. So you just like navigate yourself, keep pushing yourself over those journey. And like being where I am right now. >> And look what you've accomplished. >> Thank you. >> Yeah. That's very inspiring. And yeah, you mentioned how you were in the classroom and you were only one of the few women in the room. And what inspired or motivated you to keep going, even though sometimes you were at these points where you're like, "Okay, is this the right thing?" "Is this the right thing for me?" What motivated you to keep going? >> Well, I think personally for me, as a data scientist or for woman working in data science in general, I always try to find a good story from data. Like it's not, when you have a data set, well it's important for you to come up with methodologies, what are you going to do with the dataset? But I think it's even more important to kind of like getting the context of the dataset. Like think about it like what is the story behind this dataset? What is the thing that you can get out of it and what is the meaning behind? How can we use it to help use it in a useful way. To have in some certain use case. So I always have that like curiosity and encouragement in myself. Like every time someone handed me a data set, I always think about that. So it's helped me to like build up this kind of like passion for me. And then yeah. And then become a data scientist. >> So you had that internal drive. I think it's in your DNA as well. When you were one of five. You were 5% women in your computer science undergrad in Vietnam. Yet as Hannah was asking you, you found a lot of motivation from within. You embrace that, which is so key. When we look at some of the statistics, speaking of data, of women in technical roles. We've seen it hover around 25% the last few years, probably five to 10. I was reading some data from anitab.org over the weekend, and it shows that it's now, in 2022, the number of women in technical roles rose slightly, but it rose, 27.6%. So we're seeing the needle move slowly. But one of the challenges that still remains is attrition. Women who are leaving the role. You've got your PhD. You have a 10 month old, you've got more than one child. What would you advise to women who might be at that crossroads of not knowing should I continue my career in climbing the ladder, or do I just go be with my family or do something else? What's your advice to them in terms of staying the path? >> I think it's really down to that you need to follow your passion. Like in any kind of job, not only like in data science right? If you want to be a baker, or you want to be a chef, or you want to be a software engineer. It's really like you need to ask yourself is it something that you're really passionate about? Because if you really passionate about something, regardless how difficult it is, like regardless like you have so many kids to take care of, you have the whole family to take care of. You have this and that. You still can find your time to spend on it. So it's really like let yourself drive your own passion. Drive the way where you leading to. I guess that's my advice. >> Kind of like following your own North Star, right? Is what you're suggesting. >> Yeah. >> What role have mentors played in your career path, to where you are now? Have you had mentors on the way or people who inspired you? >> Well, I did. I certainly met quite a lot of women who inspired me during my journey. But right now, at this moment, one person, particular person that I just popped into my mind is my current manager. She's also data scientist. She's originally from Caribbean and then came to the US, did her PhDs too, and now led a group, all women. So believe it or not, I am in a group of all women working in data science. So she's really like someone inspire me a lot, like someone I look up to in this career. >> I love that. You went from being one of five females in a class of 100, to now having a PhD in information sciences, and being on an all female data science team. That's pretty cool. >> It's great. Yeah, it's great. And then you see how fascinating that, how things shift right? And now today we are here in a conference that all are women in data science. >> Yeah. >> It's extraordinary. >> So this year we're fortunate to have WIDS coincide this year with the actual International Women's Day, March 8th which is so exciting. Which is always around this time of year, but it's great to have it on the day. The theme of this International Women's Day this year is embrace equity. When you think of that theme, and your career path, and what you're doing now, and who inspires you, how can companies like Gilead benefit from embracing equity? What are your thoughts on that as a theme? >> So I feel like I'm very lucky to get my first job at Gilead. Not only because the work that we are doing here very close to my research at school, but also because of the working environment at Gilead. Inclusion actually is one of the five core values of Gilead. >> Nice. >> So by that, we means we try to create and creating a working environment that all of the differences are valued. Like regardless your background, your gender. So at Gilead, we have women at Gilead which is a global network of female employees, that help us to strengthen our inclusion culture, and also to influence our voices into the company cultural company policy and practice. So yeah, I'm very lucky to work in the environment nowadays. >> It's impressive to not only hear that you're on an all female data science team, but what Gilead is doing and the actions they're taking. It's one thing, we've talked about this Hannah, for companies, and regardless of industry, to say we're going to have 50% women in our workforce by 2030, 2035, 2040. It's a whole other ballgame for companies like Gilead to actually be putting pen to paper. To actually be creating a strategy that they're executing on. That's awesome. And it must feel good to be a part of a company who's really adapting its culture to be more inclusive, because there's so much value that comes from inclusivity, thought diversity, that ultimately will help Gilead produce better products and services. >> Yeah. Yes. Yeah. Actually this here is the first year Gilead is a sponsor of the WIDS Conference. And we are so excited to establish this relationship, and looking forward to like having more collaboration with WIDS in the future. >> Excellent. Kelly we've had such a pleasure having you on the program. Thank you for sharing your linear path. You are definitely a unicorn. We appreciate your insights and your advice to those who might be navigating similar situations. Thank you for being on theCUBE today. >> Thank you so much for having me. >> Oh, it was our pleasure. For our guests, and Hannah Freytag this is Lisa Martin from theCUBE. Coming to you from WIDS 2023, the eighth annual conference. Stick around. Our final guest joins us in just a minute.

Published Date : Mar 8 2023

SUMMARY :

in technology to bring to you today. and share my journey with you guys. You recently got your PhD And right now I moved to Bay Area And you're in better climate. We proved that the last... That's the topic of the So you had that kind of in your DNA. in the STEM environment. that you want to pursue? or is that something you and our focus is to bring we can't not talk about ethics, bias. what excites you about AI, really tailored to individual patients to bring AI into this field I love that you brought about the challenges to bring And how you at Gilead, you know, We have to be so careful with that. Everything is need to be So some of the conversations we heard, Like I listened to all of them. at different level of And Hannah, and I've kind of the exception. So you just like navigate yourself, And yeah, you mentioned how So it's helped me to like build up So you had that internal drive. I think it's really down to that you Kind of like following and then came to the US, five females in a class of 100, And then you see how fascinating that, but it's great to have it on the day. but also because of the So at Gilead, we have women at Gilead And it must feel good to be a part and looking forward to like Thank you for sharing your linear path. Coming to you from WIDS 2023,

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
KellyPERSON

0.99+

Kelly HoangPERSON

0.99+

Hannah FreytagPERSON

0.99+

Lisa MartinPERSON

0.99+

HannahPERSON

0.99+

CaribbeanLOCATION

0.99+

AmazonORGANIZATION

0.99+

VietnamLOCATION

0.99+

GileadORGANIZATION

0.99+

2030DATE

0.99+

2035DATE

0.99+

2022DATE

0.99+

2040DATE

0.99+

Bay AreaLOCATION

0.99+

USLOCATION

0.99+

27.6%QUANTITY

0.99+

UberORGANIZATION

0.99+

50%QUANTITY

0.99+

NetflixORGANIZATION

0.99+

5%QUANTITY

0.99+

last yearDATE

0.99+

WIDSORGANIZATION

0.99+

fiveQUANTITY

0.99+

five girlsQUANTITY

0.99+

oneQUANTITY

0.99+

first jobQUANTITY

0.99+

todayDATE

0.99+

100 studentsQUANTITY

0.99+

March 8thDATE

0.99+

more than one childQUANTITY

0.99+

this yearDATE

0.99+

International Women's DayEVENT

0.98+

five coreQUANTITY

0.98+

Gilead ScienceORGANIZATION

0.98+

10QUANTITY

0.98+

one personQUANTITY

0.98+

eighth Annual Women in Data Science ConferenceEVENT

0.97+

five femalesQUANTITY

0.97+

University of Illinois Urbana-ChampaignORGANIZATION

0.97+

10 month oldQUANTITY

0.96+

North StarORGANIZATION

0.96+

theCUBEORGANIZATION

0.93+

first yearQUANTITY

0.93+

The CubesORGANIZATION

0.93+

around 25%QUANTITY

0.91+

one thingQUANTITY

0.89+

WIDS 2023EVENT

0.88+

WIDSEVENT

0.88+

this morningDATE

0.88+

anitab.orgOTHER

0.86+

GileadPERSON

0.86+

StanfordORGANIZATION

0.85+

100QUANTITY

0.79+

Stanford UniversityLOCATION

0.79+

eighth annual conferenceQUANTITY

0.78+

Shir Meir Lador, Intuit | WiDS 2023


 

(gentle upbeat music) >> Hey, friends of theCUBE. It's Lisa Martin live at Stanford University covering the Eighth Annual Women In Data Science. But you've been a Cube fan for a long time. So you know that we've been here since the beginning of WiDS, which is 2015. We always loved to come and cover this event. We learned great things about data science, about women leaders, underrepresented minorities. And this year we have a special component. We've got two grad students from Stanford's Master's program and Data Journalism joining. One of my them is here with me, Hannah Freitag, my co-host. Great to have you. And we are pleased to welcome from Intuit for the first time, Shir Meir Lador Group Manager at Data Science. Shir, it's great to have you. Thank you for joining us. >> Thank you for having me. >> And I was just secrets girl talking with my boss of theCUBE who informed me that you're in great company. Intuit's Chief Technology Officer, Marianna Tessel is an alumni of theCUBE. She was on at our Supercloud event in January. So welcome back into it. >> Thank you very much. We're happy to be with you. >> Tell us a little bit about what you're doing. You're a data science group manager as I mentioned, but also you've had you've done some cool things I want to share with the audience. You're the co-founder of the PyData Tel Aviv Meetups the co-host of the unsupervised podcast about data science in Israel. You give talks, about machine learning, about data science. Tell us a little bit about your background. Were you always interested in STEM studies from the time you were small? >> So I was always interested in mathematics when I was small, I went to this special program for youth going to university. So I did my test in mathematics earlier and studied in university some courses. And that's when I understood I want to do something in that field. And then when I got to go to university, I went to electrical engineering when I found out about algorithms and how interested it is to be able to find solutions to problems, to difficult problems with math. And this is how I found my way into machine learning. >> Very cool. There's so much, we love talking about machine learning and AI on theCUBE. There's so much potential. Of course, we have to have data. One of the things that I love about WiDS and Hannah and I and our co-host Tracy, have been talking about this all day is the impact of data in everyone's life. If you break it down, I was at Mobile World Congress last week, all about connectivity telecom, and of course we have these expectation that we're going to be connected 24/7 from wherever we are in the world and we can do whatever we want. I can do an Uber transaction, I can watch Netflix, I can do a bank transaction. It all is powered by data. And data science is, some of the great applications of it is what it's being applied to. Things like climate change or police violence or health inequities. Talk about some of the data science projects that you're working on at Intuit. I'm an intuit user myself, but talk to me about some of those things. Give the audience really a feel for what you're doing. >> So if you are a Intuit product user, you probably use TurboTax. >> I do >> In the past. So for those who are not familiar, TurboTax help customers submit their taxes. Basically my group is in charge of getting all the information automatically from your documents, the documents that you upload to TurboTax. We extract that information to accelerate your tax submission to make it less work for our customers. So- >> Thank you. >> Yeah, and this is why I'm so proud to be working at this team because our focus is really to help our customers to simplify all the you know, financial heavy lifting with taxes and also with small businesses. We also do a lot of work in extracting information from small business documents like bill, receipts, different bank statements. Yeah, so this is really exciting for me, the opportunity to work to apply data science and machine learning to solution that actually help people. Yeah >> Yeah, in the past years there have been more and more digital products emerging that needs some sort of data security. And how did your team, or has your team developed in the past years with more and more products or companies offering digital services? >> Yeah, so can you clarify the question again? Sorry. >> Yeah, have you seen that you have more customers? Like has your team expanded in the past years with more digital companies starting that need kind of data security? >> Well, definitely. I think, you know, since I joined Intuit, I joined like five and a half years ago back when I was in Tel Aviv. I recently moved to the Bay Area. So when I joined, there were like a dozens of data scientists and machine learning engineers on Intuit. And now there are a few hundreds. So we've definitely grown with the year and there are so many new places we can apply machine learning to help our customers. So this is amazing, so much we can do with machine learning to get more money in the pocket of our customers and make them do less work. >> I like both of those. More money in my pocket and less work. That's awesome. >> Exactly. >> So keep going Intuit. But one of the things that is so cool is just the the abstraction of the complexity that Intuit's doing. I upload documents or it scans my receipts. I was just in Barcelona last week all these receipts and conversion euros to dollars and it takes that complexity away from the end user who doesn't know all that's going on in the background, but you're making people's lives simpler. Unfortunately, we all have to pay taxes, most of us should. And of course we're in tax season right now. And so it's really cool what you're doing with ML and data science to make fundamental processes to people's lives easier and just a little bit less complicated. >> Definitely. And I think that's what's also really amazing about Intuit it, is how it combines human in the loop as well as AI. Because in some of the tax situation it's very complicated maybe to do it yourself. And then there's an option to work with an expert online that goes on a video with you and helps you do your taxes. And the expert's work is also accelerated by AI because we build tools for those experts to do the work more efficiently. >> And that's what it's all about is you know, using data to be more efficient, to be faster, to be smarter, but also to make complicated processes in our daily lives, in our business lives just a little bit easier. One of the things I've been geeking out about recently is ChatGPT. I was using it yesterday. I was telling everyone I was asking it what's hot in data science and I didn't know would it know what hot is and it did, it gave me trends. But one of the things that I was so, and Hannah knows I've been telling this all day, I was so excited to learn over the weekend that the the CTO of OpenAI is a female. I didn't know that. And I thought why are we not putting her on a pedestal? Because people are likening ChatGPT to like the launch of the iPhone. I mean revolutionary. And here we have what I think is exciting for all of us females, whether you're in tech or not, is another role model. Because really ultimately what WiDS is great at doing is showcasing women in technical roles. Because I always say you can't be what you can't see. We need to be able to see more role models, female role role models, underrepresented minorities of course men, because a lot of my sponsors and mentors are men, but we need more women that we can look up to and see ah, she's doing this, why can't I? Talk to me about how you stay the course in data science. What excites you about the potential, the opportunities based on what you've already accomplished what inspires you to continue and be one of those females that we say oh my God, I could be like Shir. >> I think that what inspires me the most is the endless opportunities that we have. I think we haven't even started tapping into everything that we can do with generative AI, for example. There's so much that can be done to further help you know, people make more money and do less work because there's still so much work that we do that we don't need to. You know, this is with Intuit, but also there are so many other use cases like I heard today you know, with the talk about the police. So that was really exciting how you can apply machine learning and data to actually help people, to help people that been through wrongful things. So I was really moved by that. And I'm also really excited about all the medical applications that we can have with data. >> Yeah, yeah. It's true that data science is so diverse in terms of what fields it can cover but it's equally important to have diverse teams and have like equity and inclusion in your teams. Where is Intuit at promoting women, non-binary minorities in your teams to progress data science? >> Yeah, so I have so much to say on this. >> Good. >> But in my work in Tel Aviv, I had the opportunity to start with Intuit women in data science branch in Tel Aviv. So that's why I'm super excited to be here today for that because basically this is the original conference, but as you know, there are branches all over the world and I got the opportunity to lead the Tel Aviv branch with Israel since 2018. And we've been through already this year it's going to be it's next week, it's going to be the sixth conference. And every year our number of submission to make talk in the conference doubled itself. >> Nice. >> We started with 20 submission, then 50, then 100. This year we have over 200 submissions of females to give talk at the conference. >> Ah, that's fantastic. >> And beyond the fact that there's so much traction, I also feel the great impact it has on the community in Israel because one of the reason we started WiDS was that when I was going to conferences I was seeing so little women on stage in all the technical conferences. You know, kind of the reason why I guess you know, Margaret and team started the WiDS conference. So I saw the same thing in Israel and I was always frustrated. I was organizing PyData Meetups as you mentioned and I was always having such a hard time to get female speakers to talk. I was trying to role model, but that's not enough, you know. We need more. So once we started WiDS and people saw you know, so many examples on the stage and also you know females got opportunity to talk in a place for that. Then it also started spreading and you can see more and more female speakers across other conferences, which are not women in data science. So I think just the fact that Intuits started this conference back in Israel and also in Bangalore and also the support Intuit does for WiDS in Stanford here, it shows how much WiDS values are aligned with our values. Yeah, and I think that to chauffeur that I think we have over 35% females in the data science and machine learning engineering roles, which is pretty amazing I think compared to the industry. >> Way above average. Yeah, absolutely. I was just, we've been talking about some of the AnitaB.org stats from 2022 showing that 'cause usually if we look at the industry to you point, over the last, I don't know, probably five, 10 years we're seeing the number of female technologists around like a quarter, 25% or so. 2022 data from AnitaB.org showed that that number is now 27.6%. So it's very slowly- >> It's very slowly increasing. >> Going in the right direction. >> Too slow. >> And that representation of women technologists increase at every level, except intern, which I thought was really interesting. And I wonder is there a covid relation there? >> I don't know. >> What do we need to do to start opening up the the top of the pipeline, the funnel to go downstream to find kids like you when you were younger and always interested in engineering and things like that. But the good news is that the hiring we've seen improvements, but it sounds like Intuit is way ahead of the curve there with 35% women in data science or technical roles. And what's always nice and refreshing that we've talked, Hannah about this too is seeing companies actually put action into initiatives. It's one thing for a company to say we're going to have you know, 50% females in our organization by 2030. It's a whole other ball game to actually create a strategy, execute on it, and share progress. So kudos to Intuit for what it's doing because that is more companies need to adopt that same sort of philosophy. And that's really cultural. >> Yeah. >> At an organization and culture can be hard to change, but it sounds like you guys kind of have it dialed in. >> I think we definitely do. That's why I really like working and Intuit. And I think that a lot of it is with the role modeling, diversity and inclusion, and by having women leaders. When you see a woman in leadership position, as a woman it makes you want to come work at this place. And as an evidence, when I build the team I started in Israel at Intuit, I have over 50% women in my team. >> Nice. >> Yeah, because when you have a woman in the interviewers panel, it's much easier, it's more inclusive. That's why we always try to have at least you know, one woman and also other minorities represented in our interviews panel. Yeah, and I think that in general it's very important as a leader to kind of know your own biases and trying to have defined standard and rubrics in how you evaluate people to avoid for those biases. So all of that inclusiveness and leadership really helps to get more diversity in your teams. >> It's critical. That thought diversity is so critical, especially if we talk about AI and we're almost out of time, I just wanted to bring up, you brought up a great point about the diversity and equity. With respect to data science and AI, we know in AI there's biases in data. We need to have more inclusivity, more representation to help start shifting that so the biases start to be dialed down and I think a conference like WiDS and it sounds like someone like you and what you've already done so far in the work that you're doing having so many females raise their hands to want to do talks at events is a good situation. It's a good scenario and hopefully it will continue to move the needle on the percentage of females in technical roles. So we thank you Shir for your time sharing with us your story, what you're doing, how Intuit and WiDS are working together. It sounds like there's great alignment there and I think we're at the tip of the iceberg with what we can do with data science and inclusion and equity. So we appreciate all of your insights and your time. >> Thank you very much. >> All right. >> I enjoyed very, very much >> Good. We hope, we aim to please. Thank you for our guests and for Hannah Freitag. This is Lisa Martin coming to you live from Stanford University. This is our coverage of the eighth Annual Women in Data Science Conference. Stick around, next guest will be here in just a minute.

Published Date : Mar 8 2023

SUMMARY :

Shir, it's great to have you. And I was just secrets girl talking We're happy to be with you. from the time you were small? and how interested it is to be able and of course we have these expectation So if you are a Intuit product user, the documents that you upload to TurboTax. the opportunity to work Yeah, in the past years Yeah, so can you I recently moved to the Bay Area. I like both of those. and data science to make and helps you do your taxes. Talk to me about how you stay done to further help you know, to have diverse teams I had the opportunity to start of females to give talk at the conference. Yeah, and I think that to chauffeur that the industry to you point, And I wonder is there the funnel to go downstream but it sounds like you guys I build the team I started to have at least you know, so the biases start to be dialed down This is Lisa Martin coming to you live

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Hannah FreitagPERSON

0.99+

Lisa MartinPERSON

0.99+

Marianna TesselPERSON

0.99+

IsraelLOCATION

0.99+

BangaloreLOCATION

0.99+

27.6%QUANTITY

0.99+

iPhoneCOMMERCIAL_ITEM

0.99+

MargaretPERSON

0.99+

Shir Meir LadorPERSON

0.99+

HannahPERSON

0.99+

Bay AreaLOCATION

0.99+

IntuitORGANIZATION

0.99+

Tel AvivLOCATION

0.99+

last weekDATE

0.99+

UberORGANIZATION

0.99+

BarcelonaLOCATION

0.99+

JanuaryDATE

0.99+

ShirPERSON

0.99+

20 submissionQUANTITY

0.99+

50QUANTITY

0.99+

TracyPERSON

0.99+

2030DATE

0.99+

100QUANTITY

0.99+

35%QUANTITY

0.99+

50%QUANTITY

0.99+

yesterdayDATE

0.99+

2015DATE

0.99+

fiveQUANTITY

0.99+

this yearDATE

0.99+

next weekDATE

0.99+

bothQUANTITY

0.99+

2022DATE

0.99+

sixth conferenceQUANTITY

0.99+

IntuitsORGANIZATION

0.99+

todayDATE

0.99+

OpenAIORGANIZATION

0.99+

This yearDATE

0.99+

StanfordORGANIZATION

0.98+

oneQUANTITY

0.98+

WiDSEVENT

0.98+

2018DATE

0.98+

over 200 submissionsQUANTITY

0.98+

Eighth Annual Women In Data ScienceEVENT

0.98+

eighth Annual Women in Data Science ConferenceEVENT

0.98+

theCUBEORGANIZATION

0.98+

TurboTaxTITLE

0.98+

OneQUANTITY

0.98+

over 50%QUANTITY

0.98+

over 35%QUANTITY

0.97+

five and a half years ago backDATE

0.97+

Stanford UniversityORGANIZATION

0.97+

first timeQUANTITY

0.97+

NetflixORGANIZATION

0.96+

one womanQUANTITY

0.96+

Mobile World CongressEVENT

0.94+

one thingQUANTITY

0.94+

AnitaB.orgORGANIZATION

0.93+

25%QUANTITY

0.92+

PyData MeetupsEVENT

0.9+

Nancy Wang & Kate Watts | International Women's Day


 

>> Hello everyone. Welcome to theCUBE's coverage of International Women's Day. I'm John Furrier, host of theCUBE been profiling the leaders in the technology world, women in technology from developers to the boardroom, everything in between. We have two great guests promoting in from Malaysia. Nancy Wang is the general manager, also CUBE alumni from AWS Data Protection, and founder and board chair of Advancing Women in Tech, awit.org. And of course Kate Watts who's the executive director of Advancing Women in Tech.org. So it's awit.org. Nancy, Kate, thanks for coming all the way across remotely from Malaysia. >> Of course, we're coming to you as fast as our internet bandwidth will allow us. And you know, I'm just thrilled today that you get to see a whole nother aspect of my life, right? Because typically we talk about AWS, and here we're talking about a topic near and dear to my heart. >> Well, Nancy, I love the fact that you're spending a lot of time taking the empowerment to go out and help the industries and helping with the advancement of women in tech. Kate, the executive director it's a 501C3, it's nonprofit, dedicating to accelerating the careers of women in groups in tech. Can you talk about the organization? >> Yes, I can. So Advancing Women in Tech was founded in 2017 in order to fix some of the pathway problems that we're seeing on the rise to leadership in the industry. And so we specifically focus on supporting mid-level women in technical roles, get into higher positions. We do that in a few different ways through mentorship programs through building technical skills and by connecting people to a supportive community. So you have your peer network and then a vertical sort of relationships to help you navigate the next steps in your career. So to date we've served about 40,000 individuals globally and we're just looking to expand our reach and impact and be able to better support women in the industry. >> Nancy, talk about the creation, the origination story. How'd this all come together? Obviously the momentum, everyone in the industry's been focused on this for a long time. Where did AWIT come from? Advancing Women in Technology, that's the acronym. Advancing Women in Technology.org, where'd it come from? What's the origination story? >> Yeah, so AWIT really originated from this desire that I had, to Kate's point around, well if you look around right and you know, don't take my word for it, right? Look at stats, look at news reports, or just frankly go on your LinkedIn and see how many women in underrepresented groups are in senior technical leadership roles right out in the companies whose names we all know. And so that was my case back in 2016. And so when I first got the idea and back then I was actually at Google, just another large tech company in the valley, right? It was about how do we get more role models, how we get more, for example, women into leadership roles so they can bring up the next generation, right? And so this is actually part of a longer speech that I'm about to give on Wednesday and part of the US State Department speaker program. In fact, that's why Kate and I are here in Malaysia right now is working with over 200 women entrepreneurs from all over in Southeast Asia, including Malaysia Philippines, Vietnam, Borneo, you know, so many countries where having more women entrepreneurs can help raise the GDP right, and that fits within our overall mission of getting more women into top leadership roles in tech. >> You know, I was talking about Teresa Carlson she came on the program as well for this year this next season we're going to do. And she mentioned the decision between the US progress and international. And she's saying as much as it's still bad numbers, it's worse than outside the United States and needs to get better. Can you comment on the global aspect? You brought that up. I think it's super important to highlight that it's just not one area, it's a global evolution. >> Absolutely, so let me start, and I'd love to actually have Kate talk about our current programs and all of the international groups that we're working with. So as Teresa aptly mentioned there is so much work to be done not just outside the US and North Americas where typically tech nonprofits will focus, but rather if you think about the one to end model, right? For example when I was doing the product market fit workshop for the US State Department I had women dialing in from rice fields, right? So let me just pause there for a moment. They were holding their cell phones up near towers near trees just so that they can get a few minutes of time with me to do a workshop and how to accelerate their business. So if you don't call that the desire to propel oneself or accelerate oneself, not sure what is, right. And so it's really that passion that drove me to spend the next week and a half here working with local entrepreneurs working with policy makers so we can take advantage and really leverage that passion that people have, right? To accelerate more business globally. And so that's why, you know Kate will be leading our contingent with the United Nations Women Group, right? That is focused on women's economic empowerment because that's super important, right? One aspect can be sure, getting more directors, you know vice presidents into companies like Google and Amazon. But another is also how do you encourage more women around the world to start businesses, right? To reach economic and freedom independence, right? To overcome some of the maybe social barriers to becoming a leader in their own country. >> Yes, and if I think about our own programs and our model of being very intentional about supporting the learning development and skills of women and members of underrepresented groups we focused very much on providing global access to a number of our programs. For instance, our product management certification on Coursera or engineering management our upcoming women founders accelerator. We provide both access that you can get from anywhere. And then also very intentional programming that connects people into the networks to be able to further their networks and what they've learned through the skills online, so. >> Yeah, and something Kate just told me recently is these courses that Kate's mentioning, right? She was instrumental in working with the American Council on Education and so that our learners can actually get up to six college credits for taking these courses on product management engineering management, on cloud product management. And most recently we had our first organic one of our very first organic testimonials was from a woman's tech bootcamp in Nigeria, right? So if you think about the worldwide impact of these upskilling courses where frankly in the US we might take for granted right around the world as I mentioned, there are women dialing in from rice patties from other, you know, for example, outside the, you know corporate buildings in order to access this content. >> Can you think about the idea of, oh sorry, go ahead. >> Go ahead, no, go ahead Kate. >> I was going to say, if you can't see it, you can't become it. And so we are very intentional about ensuring that we have we're spotlighting the expertise of women and we are broadcasting that everywhere so that anybody coming up can gain the skills and the networks to be able to succeed in this industry. >> We'll make sure we get those links so we can promote them. Obviously we feel the same way getting the word out. I think a couple things I'd like to ask you guys cause I think you hit a great point. One is the economic advantage the numbers prove that diverse teams perform better number one, that's clear. So good point there. But I want to get your thoughts on the entrepreneurial equation. You mentioned founders and startups and there's also different makeups in different countries. It's not like the big corporations sometimes it's smaller business in certain areas the different cultures have different business sizes and business types. How do you guys see that factoring in outside the United States, say the big tech companies? Okay, yeah. The easy lower the access to get in education than stay with them, in other countries is it the same or is it more diverse in terms of business? >> So what really actually got us started with the US State Department was around our work with women founders. And I love for Kate to actually share her experience working with AWS startups in that capacity. But frankly, you know, we looked at the content and the mentor programs that were providing women who wanted to be executives, you know, quickly realize a lot of those same skills such as finding customers, right? Scaling your product and building channels can also apply to women founders, not just executives. And so early supporters of our efforts from firms such as Moderna up in Seattle, Emergence Ventures, Decibel Ventures in, you know, the Bay Area and a few others that we're working with right now. Right, they believed in the mission and really helped us scale out what is now our existing platform and offerings for women founders. >> Those are great firms by the way. And they also are very founder friendly and also understand the global workforce. I mean, that's a whole nother dimension. Okay, what's your reaction to all that? >> Yes, we have been very intentional about taking the product expertise and the learnings of women and in our network, we first worked with AWS startups to support the development of the curriculum for the recent accelerator for women founders that was held last spring. And so we're able to support 25 founders and also brought in the expertise of about 20 or 30 women from Advancing Women in Tech to be able to be the lead instructors and mentors for that. And so we have really realized that with this network and this individual sort of focus on product expertise building strong teams, we can take that information and bring it to folks everywhere. And so there is very much the intentionality of allowing founders allowing individuals to take the lessons and bring it to their individual circumstances and the cultures in which they are operating. But the product sense is a skill that we can support the development of and we're proud to do so. >> That's awesome. Nancy, I want to ask you some never really talk about data storage and AWS cloud greatness and goodness, here's different and you also work full-time at AWS and you're the founder or the chairman of this great organization. How do you balance both and do you get, they're getting behind you on this, Amazon is getting behind you on this. >> Well, as I say it's always easier to negotiate on the way in. But jokes aside, I have to say the leadership has been tremendously supportive. If you think about, for example, my leaders Wayne Duso who's also been on the show multiple times, Bill Vaas who's also been on the show multiple times, you know they're both founders and also operators entrepreneurs at heart. So they understand that it is important, right? For all of us, it's really incumbent on all of us who are in positions to do so, to create a pathway for more people to be in leadership roles for more people to be successful entrepreneurs. So, no, I mean if you just looked at LinkedIn they're always uploading my vote so they reach to more audiences. And frankly they're rooting for us back home in the US while we're in Malaysia this week. >> That's awesome. And I think that's a good culture to have that empowerment and I think that's very healthy. What's next for you guys? What's on the agenda? Take us through the activities. I know that you got a ton of things happening. You got your event out there, which is why you're out there. There's a bunch of other activities. I think you guys call it the Advancing Women in Tech week. >> Yes, this week we are having a week of programming that you can check out at Advancing Women in Tech.org. That is spotlighting the expertise of a number of women in our space. So it is three days of programming Tuesday, Wednesday and Thursday if you are in the US so the seventh through the ninth, but available globally. We are also going to be in New York next week for the event at the UN and are looking to continue to support our mentorship programs and also our work supporting women founders throughout the year. >> All right. I have to ask you guys if you don't mind get a little market data so you can share with us here at theCUBE. What are you hearing this year that's different in the conversation space around the topics, the interests? Obviously I've seen massive amounts of global acceleration around conversations, more video, things like this more stories are scaling, a lot more LinkedIn activity. It just seems like it's a lot different this year. Can you guys share any kind of current trends you're seeing relative to the conversations and topics being discussed across the the community? >> Well, I think from a needle moving perspective, right? I think due to the efforts of wonderful organizations including the Q for spotlighting all of these awesome women, right? Trailblazing women and the nonprofits the government entities that we work with there's definitely more emphasis on creating access and creating pathways. So that's probably one thing that you're seeing is more women, more investors posting about their activities. Number two, from a global trend perspective, right? The rise of women in security. I noticed that on your agenda today, you had Lena Smart who's a good friend of mine chief information security officer at MongoDB, right? She and I are actually quite involved in helping founders especially early stage founders in the security space. And so globally from a pure technical perspective, right? There's right more increasing regulations around data privacy, data sovereignty, right? For example, India's in a few weeks about to get their first data protection regulation there locally. So all of that is giving rise to yet another wave of opportunity and we want women founders uniquely positioned to take advantage of that opportunity. >> I love it. Kate, reaction to that? I mean founders, more pathways it sounds like a neural network, it sounds like AI enabled. >> Yes, and speaking of AI, with the rise of that we are also hearing from many community members the importance of continuing to build their skills upskill learn to be able to keep up with the latest trends. There's a lot of people wondering what does this mean for my own career? And so they're turning to organizations like Advancing Women in Tech to find communities to both learn the latest information, but also build their networks so that they are able to move forward regardless of what the industry does. >> I love the work you guys are doing. It's so impressive. I think the economic angle is new it's more amplified this year. It's always kind of been there and continues to be. What do you guys hope for by next year this time what do you hope to see different from a needle moving perspective, to use your word Nancy, for next year? What's the visual output in your mind? >> I want to see real effort made towards 50-50 representation in all tech leadership roles. And I'd like to see that happen by 2050. >> Kate, anything on your end? >> I love that. I'm going to go a little bit more touchy-feely. I want everybody in our space to understand that the skills that they build and that the networks they have carry with them regardless of wherever they go. And so to be able to really lean in and learn and continue to develop the career that you want to have. So whether that be at a large organization or within your own business, that you've got the potential to move forward on that within you. >> Nancy, Kate, thank you so much for your contribution. I'll give you the final word. Put a plug in for the organization. What are you guys looking for? Any kind of PSA you want to share with the folks watching? >> Absolutely, so if you're in a position to be a mentor, join as a mentor, right? Help elevate and accelerate the next generation of women leaders. If you're an investor help us invest in more women started companies, right? Women founded startups and lastly, if you are women looking to accelerate your career, come join our community. We have resources, we have mentors and who we have investors who are willing to come in on the ground floor and help you accelerate your business. >> Great work. Thank you so much for participating in our International Women's Day 23 program and we'd look to keep this going quarterly. We'll see you next year, next time. Thanks for coming on. Appreciate it. >> Thanks so much John. >> Thank you. >> Okay, women leaders here. >> Nancy: Thanks for having us >> All over the world, coming together for a great celebration but really highlighting the accomplishments, the pathways the investment, the mentoring, everything in between. It's theCUBE. Bring as much as we can. I'm John Furrier, your host. Thanks for watching.

Published Date : Mar 7 2023

SUMMARY :

in the technology world, that you get to see a whole nother aspect of time taking the empowerment to go on the rise to leadership in the industry. in the industry's been focused of the US State Department And she mentioned the decision and all of the international into the networks to be able to further in the US we might take for Can you think about the and the networks to be able The easy lower the access to get and the mentor programs Those are great firms by the way. and also brought in the or the chairman of this in the US while we're I know that you got a of programming that you can check I have to ask you guys if you don't mind founders in the security space. Kate, reaction to that? of continuing to build their skills I love the work you guys are doing. And I'd like to see that happen by 2050. and that the networks Any kind of PSA you want to and accelerate the next Thank you so much for participating All over the world,

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
KatePERSON

0.99+

NancyPERSON

0.99+

TeresaPERSON

0.99+

Bill VaasPERSON

0.99+

AmazonORGANIZATION

0.99+

Teresa CarlsonPERSON

0.99+

JohnPERSON

0.99+

MalaysiaLOCATION

0.99+

Kate WattsPERSON

0.99+

NigeriaLOCATION

0.99+

Nancy WangPERSON

0.99+

Wayne DusoPERSON

0.99+

AWSORGANIZATION

0.99+

GoogleORGANIZATION

0.99+

ModernaORGANIZATION

0.99+

WednesdayDATE

0.99+

American Council on EducationORGANIZATION

0.99+

John FurrierPERSON

0.99+

Lena SmartPERSON

0.99+

2017DATE

0.99+

VietnamLOCATION

0.99+

BorneoLOCATION

0.99+

Emergence VenturesORGANIZATION

0.99+

New YorkLOCATION

0.99+

2016DATE

0.99+

United Nations Women GroupORGANIZATION

0.99+

Decibel VenturesORGANIZATION

0.99+

USLOCATION

0.99+

United StatesLOCATION

0.99+

Southeast AsiaLOCATION

0.99+

LinkedInORGANIZATION

0.99+

2050DATE

0.99+

MongoDBORGANIZATION

0.99+

US State DepartmentORGANIZATION

0.99+

next yearDATE

0.99+

International Women's DayEVENT

0.99+

25 foundersQUANTITY

0.99+

SeattleLOCATION

0.99+

North AmericasLOCATION

0.99+

AWS Data ProtectionORGANIZATION

0.99+

CUBEORGANIZATION

0.99+

three daysQUANTITY

0.99+

seventhQUANTITY

0.99+

Bay AreaLOCATION

0.99+

bothQUANTITY

0.99+

todayDATE

0.99+

next weekDATE

0.99+

30 womenQUANTITY

0.98+

One aspectQUANTITY

0.98+

ThursdayDATE

0.98+

this yearDATE

0.98+

about 40,000 individualsQUANTITY

0.98+

this yearDATE

0.98+

last springDATE

0.98+

this weekDATE

0.98+

TuesdayDATE

0.98+

Meagen Eisenberg, Lacework | International Women's Day 2023


 

>> Hello and welcome to theCUBE's coverage of International Women's Day. I'm John Furrier, host of theCUBE. Got a variety of interviews across the gamut from topics, women in tech, mentoring, pipelining, developers, open source, executives. Stanford's having International Women's Day celebration with the women in data science, which we're streaming that live as well. Variety of programs. In this segment, Meagen Eisenberg, friend of theCUBE, she's the CMO of Laceworks, is an amazing executive, got a great journey story as a CMO but she's also actively advising startups, companies and really pays it forward. I want to say Meagen, thank you for coming on the program and thanks for sharing. >> Yeah, thank you for having me. I'm happy to be here. >> Well, we're going to get into some of the journey celebrations that you've gone through and best practice what you've learned is pay that forward. But I got to say, one of the things that really impresses me about you as an executive is you get stuff done. You're a great CMO but also you're advised a lot of companies, you have a lot of irons in the fires and you're advising companies and sometimes they're really small startups to bigger companies, and you're paying it forward, which I love. That's kind of the spirit of this day. >> Yeah, I mean, I agree with you. When I think about my career, a lot of it was looking to mentors women out in the field. This morning I was at a breakfast by Eileen and we had the CEO of General Motors on, and she was talking about her journey nine years as a CEO. And you know, and she's paying it forward with us. But I think about, you know, when you're advising startups, you know, I've gathered knowledge and pattern recognition and to be able to share that is, you know, I enjoy it. >> Yeah. And the startups are also fun too, but it's not always easy and it can get kind of messy as you know. Some startups don't make it some succeed and it's always like the origination story is kind of rewritten and then that's that messy middle. And then it's like that arrows that don't look like a straight line but everyone thinks it's great and you know, it's not for the faint of heart. And Teresa Carlson, who I've interviewed many times, former Amazon, now she's the president of Flexport, she always says, sometimes startups on certain industries aren't for the faint of heart so you got to have a little bit of metal, right? You got to be tough. And some cases that you don't need that, but startups, it's not always easy. What have you learned? >> Yeah, I mean, certainly in the startup world, grit, creativity. You know, when I was at TripActions travel company, pandemic hits, nobody's traveling. You cut budget, you cut heads, but you focus on the core, right? You focus on what you need to survive. And creativity, I think, wins. And, you know, as a CMO when you're marketing, how do you get through that noise? Even the security space, Lacework, it's a fragmented market. You've got to be differentiated and position yourself and you know, be talking to the right target audience and customers. >> Talk about your journey over the years. What have you learned? What's some observations? Can you share any stories and best practices that someone watching could learn from? I know there's a lot of people coming into the tech space with the generative AI things going on in Cloud computing, scaling to the edge, there's a lot more aperture for technical jobs as well as just new roles and new roles that haven't, you really don't go to college for anymore. You got cybersecurity you're in. What are some of the things that you've done over your career if you can share and some best practices? >> Yeah, I think number one, continual learning. When I look through my career, I was constantly reading, networking. Part of the journey is who you're meeting along the way. As you become more senior, your ability to hire and bring in talent matters a lot. I'm always trying to meet with new people. Yeah, if I look at my Amazon feed of books I've bought, right, it kind of chronicle of my history of things I was learning about. Right now I'm reading a lot about cybersecurity, how the, you know, how how they tell me the world ends is the one I'm reading most recently. But you've got to come up to speed and then know the product, get in there and talk to customers. Certainly on the marketing front, anytime I can talk with the customer and find out how they're using us, why they love us, that, you know, helps me better position and differentiate our company. >> By the way, that book is amazing. I saw Nicole speak on Tuesday night with John Markoff and Palo Alto here. What a great story she told there. I recommend that book to everyone. It goes in and she did eight years of research into that book around zero day marketplaces to all the actors involved in security. And it was very interesting. >> Yeah, I mean, it definitely wakes you up, makes you think about what's going on in the world. Very relevant. >> It's like, yeah, it was happening all the time, wasn't it. All the hacking. But this brings me, this brings up an interesting point though, because you're in a cybersecurity area, which by the way, it's changing very fast. It's becoming a bigger industry. It's not just male dominated, although it is now, it's still male dominated, but it's becoming much more and then just tech. >> Yeah, I mean it's a constantly evolving threat landscape and we're learning, and I think more than ever you need to be able to use the data that companies have and, you know, learn from it. That's one of the ways we position ourselves. We're not just about writing rules that won't help you with those zero day attacks. You've got to be able to understand your particular environment and at any moment if it changes. And that's how we help you detect a threat. >> How is, how are things going with you? Is there any new things you guys got going on? Initiatives or programs for women in tech and increasing the range of diversity inclusion in the industry? Because again, this industry's getting much wider too. It's not just specialized, it's also growing. >> Yes, actually I'm excited. We're launching secured by women, securedbywomen.com and it's very much focused on women in the industry, which some studies are showing it's about 25% of security professionals are women. And we're going to be taking nominations and sponsoring women to go to upcoming security events. And so excited to launch that this month and really celebrate women in security and help them, you know, part of that continual learning that I talked about, making sure they're there learning, having the conversations at the conferences, being able to network. >> I have to ask you, what inspired you to pursue the career in tech? What was the motivation? >> You know, if I think way back, originally I wanted to be on the art side and my dad said, "You can do anything as long as it's in the sciences." And so in undergrad I did computer science and MIS. Graduated with MIS and computer science minor. And when I came out I was a IT engineer at Cisco and you know, that kind of started my journey and decided to go back and get my MBA. And during that process I fell in love with marketing and I thought, okay, I understand the buyer, I can come out and market technology to the IT world and developers. And then from there went to several tech companies. >> I mean my father was an engineer. He had the same kind of thing. You got to be an engineer, it's a steady, stable job. But that time, computer science, I mean we've seen the evolution of computer science now it's the most popular degree at Berkeley we've heard and around the world and the education formats are changing. You're seeing a lot of people's self-training on YouTube. The field has really changed. What are some of the challenges you see for folks trying to get into the industry and how would you advise today if you were talking to your young self, what would you, what would be the narrative? >> Yeah, I mean my drawback then was HTML pages were coming out and I thought it would be fun to design, you know, webpages. So you find something you're passionate about in the space today, whether it's gaming or it's cybersecurity. Go and be excited about it and apply and don't give up, right? Do whatever you can to read and learn. And you're right, there are a ton of online self-help. I always try to hire women and people who are continual learners and are teaching themselves something. And I try to find that in an interview to know that they, because when you come to a business, you're there to solve problems and challenges. And the folks that can do that and be innovative and learn, those are the ones I want on my team. >> It's interesting, you know, technology is now impacting society and we need everyone involved to participate and give requirements. And that kind of leads my next question for you is, like, in your opinion, or let me just step back, let me rephrase. What are some of the things that you see technology being used for, for society right now that will impact people's lives? Because this is not a gender thing. We need everybody involved 'cause society is now digital. Technology's pervasive. The AI trends now we're seeing is clearly unmasking to the mainstream that there's some cool stuff happening. >> Yeah, I mean, I think ChatGPT, think about that. All the different ways we're using it we're writing content and marketing with it. We're, you know, I just read an article yesterday, folks are using it to write children's stories and then selling those stories on Amazon, right? And the amount that they can produce with it. But if you think about it, there's unlimited uses with that technology and you've got all the major players getting involved on it. That one major launch and piece of technology is going to transform us in the next six months to a year. And it's the ability to process so much data and then turn that into just assets that we use and the creativity that's building on top of it. Even TripActions has incorporated ChatGPT into your ability to figure out where you want when you're traveling, what's happening in that city. So it's just, you're going to see that incorporated everywhere. >> I mean we've done an interview before TripAction, your other company you were at. Interesting point you don't have to type in a box to say, I'm traveling, I want a hotel. You can just say, I'm going to Barcelona for Mobile World Congress, I want to have a good time. I want some tapas and a nice dinner out. >> Yes. Yeah. That easy. We're making it easy. >> It's efficiency. >> And actually I was going to say for women specifically, I think the reason why we can do so much today is all the technology and apps that we have. I think about DoorDash, I think about Waze you know, when I was younger you had to print out instructions. Now I get in the car real quick, I need to go to soccer practice, I enter it, I need to pick them up at someone's house. I enter it. It's everything's real time. And so it takes away all the things that I don't add value to and allows me to focus on what I want in business. And so there's a bunch of, you know, apps out there that have allowed me to be so much more efficient and productive that my mother didn't have for sure when I was growing up. >> That is an amazing, I think that actually illustrates, in my opinion, the best example of ChatGPT because the maps and GPS integration were two techs, technologies merged together that replace driving and looking at the map. You know, like how do you do that? Like now it's automatically. This is what's going to happen to creative, to writing, to ideation. I even heard Nicole from her book read said that they're using ChatGPT to write zero day exploits. So you seeing it... >> That's scary stuff. You're right. >> You're seeing it everywhere. Super exciting. Well, I got to ask you before you get into some of the Lacework things that you're involved with, cause I think you're doing great work over there is, what was the most exciting projects you've worked on in your career? You came in Cisco, very technical company, so got the technical chops, CSMIS which stands for Management of Information Science for all the young people out there, that was the state of the art back then. What are some of the exciting things you've done? >> Yeah, I mean, I think about, I think about MongoDB and learning to market to developers. Taking the company public in 2017. Launching Atlas database as a service. Now there's so much more of that, you know, the PLG motion, going to TripActions, you know, surviving a pandemic, still being able to come out of that and all the learnings that went with it. You know, they recently, I guess rebranded, so they're Navan now. And then now back in the security space, you know, 14 years ago I was at ArcSite and we were bought by HP. And so getting back into the security world is exciting and it's transformed a ton as you know, it's way more complicated than it was. And so just understanding the pain of our customers and how we protect them as is fun. And I like, you know, being there from a marketing standpoint. >> Well we really appreciate you coming on and sharing that. I got to ask you, for folks watching they might be interested in some advice that you might have for them and their career in tech. I know a lot of young people love the tech. It's becoming pervasive in our lives, as we mentioned. What advice would you give for folks watching that want to start a career in tech? >> Yeah, so work hard, right? Study, network, your first job, be the best at it because every job after that you get pulled into a network. And every time I move, I'm hiring people from the last job, two jobs before, three jobs before. And I'm looking for people that are working hard, care, you know, are continual learners and you know, add value. What can you do to solve problems at your work and add value? >> What's your secret networking hack or growth hack or tip that you can share? Because you're a great networker by the way. You're amazing and you do add a lot of value. I've seen you in action. >> Well, I try never to eat alone. I've got breakfast, I've got lunch, I've got coffee breaks and dinner. And so when I'm at work, I try and always sit and eat with a team member, new group. If I'm out on the road, I'm, you know, meeting people for lunch, going for dinner, just, you know, don't sit at your desk by yourself and don't sit in the hotel room. Get out and meet with people. >> What do you think about now that we're out of the pandemic or somewhat out of the pandemic so to speak, events are back. >> Yes. >> RSA is coming up. It's a big event. The bigger events are getting bigger and then the other events are kind of smaller being distributed. What's your vision of how events are evolving? >> Yeah, I mean, you've got to be in person. Those are the relationships. Right now more than ever people care about renewals and you are building that rapport. And if you're not meeting with your customers, your competitors are. So what I would say is get out there Lacework, we're going to be at RSA, we're going to be at re:Inforce, we're going to be at all of these events, building relationships, you know, coffee, lunch, and yeah, I think the future of events are here to stay and those that don't embrace in person are going to give up business. They're going to lose market share to us. >> And networking is obviously very key on events as well. >> Yes. >> A good opportunity as always get out to the events. What's the event networking trick or advice do you give folks that are going to get out to the networking world? >> Yeah, schedule ahead of time. Don't go to an event and expect people just to come by for great swag. You should be partnering with your sales team and scheduling ahead of time, getting on people's calendars. Don't go there without having 100 or 200 meetings already booked. >> Got it. All right. Let's talk about you, your career. You're currently at Lacework. It's a very hot company in a hot field, security, very male dominated, you're a leader there. What's it like? What's the strategies? How does a woman get in there and be successful? What are some tricks, observations, any data you can share? What's the best practice? What's the secret sauce from Meagen Eisenberg? >> Yes. Yeah, for Meagen Eisenberg. For Lacework, you know, we're focused on our customers. There's nothing better than getting, being close to them, solving their pain, showcasing them. So if you want to go into security, focus on their, the issues and their problems and make sure they're aware of what you're delivering. I mean, we're focused on cloud security and we go from build time to run time. And that's the draw for me here is we had a lot of, you know, happy, excited customers by what we were doing. And what we're doing is very different from legacy security providers. And it is tapping into the trend of really understanding how much data you have and what's happening in the data to detect the anomalies and the threats that are there. >> You know, one of the conversations that I was just having with a senior leader, she was amazing and I asked her what she thought of the current landscape, the job market, the how to get promoted through the careers, all those things. And the response was interesting. I want to get your reaction. She said interdisciplinary skills are critical. And now more than ever, the having that, having a set of skills, technical and social and emotional are super valuable. Do you agree? What's your reaction to that and what would, how would you reframe that? >> Yeah, I mean, I completely agree. You can't be a leader without balance. You've got to know your craft because you're developing and training your team, but you also need to know the, you know, how to build relationships. You're not going to be successful as a C-level exec if you're not partnering across the functions. As a CMO I need to partner with product, I need to partner with the head of sales, I need to partner with finance. So those relationships matter a ton. I also need to attract the right talent. I want to have solid people on the team. And what I will say in the security, cybersecurity space, there's a talent shortage and you cannot hire enough people to protect your company in that space. And that's kind of our part of it is we reduce the number of alerts that you're getting. So you don't need hundreds of people to detect an issue. You're using technology to show, you know, to highlight the issue and then your team can focus on those alerts that matter. >> Yeah, there's a lot of emerging markets where leveling up and you don't need pedigree. You can just level up skill-wise pretty quickly. Which brings me to the next question for you is how do you keep up with all the tech day-to-day and how should someone watching stay on top of it? Because I mean, you got to be on top of this stuff and you got to ride the wave. It's pretty turbulent, but it's still growing and changing. >> Yeah, it's true. I mean, there's a lot of reading. I'm watching the news. Anytime something comes out, you know, ChatGPT I'm playing with it. I've got a great network and sharing. I'm on, you know, LinkedIn reading articles all the time. I have a team, right? Every time I hire someone, they bring new information and knowledge in and I'm you know, Cal Poly had this learn by doing that was the philosophy at San Luis Obispo. So do it. Try it, don't be afraid of it. I think that's the advice. >> Well, I love some of the points you mentioned community and network. You mentioned networking. That brings up the community question, how could people get involved? What communities are out there? How should they approach communities? 'Cause communities are also networks, but also they're welcoming people in that form networks. So it's a network of networks. So what's your take on how to engage and work with communities? How do you find your tribe? If someone's getting into the business, they want support, they might want technology learnings, what's your approach? >> Yeah, so a few, a few different places. One, I'm part of the operator collective, which is a strong female investment group that's open and works a lot with operators and they're in on the newest technologies 'cause they're investing in it. Chief I think is a great organization as well. You've got a lot of, if you're in marketing, there's a ton of CMO networking events that you can go to. I would say any field, even for us at Lacework, we've got some strong CISO networks and we do dinners around you know, we have one coming up in the Bay area, in Boston, New York, and you can come and meet other CISOs and security leaders. So when I get an invite and you know we all do, I will go to it. I'll carve out the time and meet with others. So I think, you know, part of the community is get out there and, you know, join some of these different groups. >> Meagen, thank you so much for spending the time. Final question for you. How do you see the future of tech evolving and how do you see your role in it? >> Yeah, I mean, marketing's changing wildly. There's so many different channels. You think about all the social media channels that have changed over the last five years. So when I think about the future of tech, I'm looking at apps on my phone. I have three daughters, 13, 11, and 8. I'm telling you, they come to me with new apps and new technology all the time, and I'm paying attention what they're, you know, what they're participating in and what they want to be a part of. And certainly it's going to be a lot more around the data and AI. I think we're only at the beginning of that. So we will continue to, you know, learn from it and wield it and deal with the mass amount of data that's out there. >> Well, you saw TikTok just got banned by the European Commission today around their staff. Interesting times. >> It is. >> Meagen, thank you so much as always. You're a great tech athlete. Been following your career for a while, a long time. You're an amazing leader. Thank you for sharing your story here on theCUBE, celebration of International Women's Day. Every day is IWD and thanks for coming on. >> Thank you for having me. >> Okay. I'm John Furrier here in theCUBE Studios in Palo Alto. Thank you for watching, more to come stay with us. (bright music)

Published Date : Feb 23 2023

SUMMARY :

you for coming on the program Yeah, thank you for having me. That's kind of the spirit of this day. But I think about, you know, and it can get kind of messy as you know. and you know, be talking to the right What are some of the how the, you know, I recommend that book to everyone. makes you think about what's happening all the time, wasn't it. rules that won't help you you guys got going on? and help them, you know, and you know, that kind and around the world and the to design, you know, webpages. It's interesting, you know, to figure out where you Interesting point you That easy. I think about Waze you know, and looking at the map. You're right. Well, I got to ask you before you get into And I like, you know, some advice that you might have and you know, add value. You're amazing and you If I'm out on the road, I'm, you know, What do you think about now and then the other events and you are building that rapport. And networking is obviously do you give folks that just to come by for great swag. any data you can share? and the threats that are there. the how to get promoted You're using technology to show, you know, and you got to ride the wave. and I'm you know, the points you mentioned and you can come and meet other and how do you see your role in it? and new technology all the time, Well, you saw TikTok just got banned Thank you for sharing your Thank you for watching,

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Teresa CarlsonPERSON

0.99+

NicolePERSON

0.99+

2017DATE

0.99+

General MotorsORGANIZATION

0.99+

Meagen EisenbergPERSON

0.99+

European CommissionORGANIZATION

0.99+

HPORGANIZATION

0.99+

CiscoORGANIZATION

0.99+

MeagenPERSON

0.99+

John FurrierPERSON

0.99+

Cal PolyORGANIZATION

0.99+

AmazonORGANIZATION

0.99+

100QUANTITY

0.99+

LaceworkORGANIZATION

0.99+

nine yearsQUANTITY

0.99+

BostonLOCATION

0.99+

two jobsQUANTITY

0.99+

eight yearsQUANTITY

0.99+

Tuesday nightDATE

0.99+

Palo AltoLOCATION

0.99+

FlexportORGANIZATION

0.99+

International Women's DayEVENT

0.99+

John MarkoffPERSON

0.99+

three jobsQUANTITY

0.99+

13QUANTITY

0.99+

yesterdayDATE

0.99+

BarcelonaLOCATION

0.99+

EileenPERSON

0.99+

14 years agoDATE

0.99+

two techsQUANTITY

0.99+

ArcSiteORGANIZATION

0.99+

securedbywomen.comOTHER

0.99+

TripActionsORGANIZATION

0.99+

International Women's DayEVENT

0.99+

todayDATE

0.99+

first jobQUANTITY

0.98+

theCUBEORGANIZATION

0.98+

Mobile World CongressEVENT

0.98+

ChatGPTTITLE

0.98+

200 meetingsQUANTITY

0.98+

three daughtersQUANTITY

0.98+

11QUANTITY

0.98+

pandemicEVENT

0.98+

YouTubeORGANIZATION

0.98+

8QUANTITY

0.98+

LaceworksORGANIZATION

0.98+

oneQUANTITY

0.97+

about 25%QUANTITY

0.97+

International Women's Day 2023EVENT

0.97+

LinkedInORGANIZATION

0.97+

BayLOCATION

0.96+

TripActionORGANIZATION

0.95+

OneQUANTITY

0.94+

Meagen EisenbergORGANIZATION

0.93+

a yearQUANTITY

0.93+

RSAORGANIZATION

0.92+

This morningDATE

0.92+

NavanORGANIZATION

0.91+

MongoDBTITLE

0.91+

zero dayQUANTITY

0.91+

this monthDATE

0.9+

DoorDashORGANIZATION

0.89+

IWDORGANIZATION

0.88+

AtlasTITLE

0.87+

Luis ObispoORGANIZATION

0.86+

CSMISORGANIZATION

0.85+

theCUBE StudiosORGANIZATION

0.83+

around zero dayQUANTITY

0.82+

hundreds of peopleQUANTITY

0.82+

WazeTITLE

0.81+

Yves Sandfort, Comdivision Group | CloudNativeSecurityCon 23


 

(rousing music) >> Hello everyone. Welcome back to "theCUBE's" day one coverage of Cloud Native Security Con 23. This is going to be an exciting panel. I've got three great guests. I'm Lisa Martin, you know our esteemed analysts, John Furrier, and Dave Vellante well. And we're excited to welcome to "theCUBE" for the first time, Yves Sandfort, the CEO of Comdivision Group, who's coming to us from Germany. As you know, Cloud Native Security Con is a global event. Everyone welcome Yves, great to have you in particular. Welcome to "theCUBE." >> Great to be here. >> Thank you for inviting me. >> Yves, tell us a little bit, before we dig into really wanting to understand your perspectives on the event and get Dave and John's feedback as well, tell us a little bit about you. >> So yeah, talking about me, or talking about Comdivision real quick. We are in the business for over 27 years already. We started as a SaaS company, then became more like an architecture and, and Cloud Native company over the last few years. But what's interesting is, and I think that's, that's, that's really interesting when we look at our industry. It hasn't really, the requirements haven't really changed over the years. It's still security. We still have to figure out how we deal with security. We still have to figure out how we deal with compliance and everything else. And I think therefore, it's more and more important that we take these items more seriously. Also, based on the fact that when we look at it, how development and other things happen nowadays, it's, it's, everybody says it's like open source. It's great because everybody can look into the code. We, I think the last few years have shown us enough example that that's not necessarily solving all the issues, but it's also code and development has changed rapidly when we look at the Cloud Native approach, where it's far more about gluing the pieces together, versus the development pieces. When I was actually doing software development 25 years ago, and had to basically build my code because I didn't have that much internet access for it. So it has evolved, but even back then we had to deal with security and everything. >> Right. The focus on security is, is incredibly important, and the focus keeps growing as you mentioned. This is, guys, and I want to get your perspectives on this. We're going to start with John. This is the first time Cloud Native Security Con is its own event being extracted from, and amplified from KubeCon. John, I want to understand from your perspective, break down the event, what you see, what you've heard, and Cloud Native Security in general. What does this mean to companies? What does it mean to customers? Is this a reality? >> Well, I think that's the topic we want to discuss, and I think Yves background, you see the VMware certification, I love that. Because what VMware did with virtualization, was abstract that from server virtualization, kind of really changed the game on things, and you start to see Cloud Native kind of go that next level of how companies will be operating their business, not just digital transformation, as digital transformation goes to completion, it's total business transformation where IT is everywhere. And so you're starting to see the trends where, "Okay, that's happening." Now you're starting to see, that's Cloud Native Con, or KubeCon, AWS re:Invent, or whatever show, or whatever way you want to look at it. But in, in the past decade, past five years, security has always been front and center as almost a separate thing, and, in and of itself, but the same thing. So you're starting to see the breakout of security conversations around how to make things work. So a lot of operational conversations around what used to be DevOps makes infrastructure as code, and that was great, that fueled that. Then DevSecOps came. So the Cloud Native next level, is more application development at scale, developers driving the standards with developer first thinking, shifting left, I get all that. But down in the lower ends of the stack, you got real operational issues. DNS we've heard in the keynote, we heard about the Colonel, the Lennox Colonel. Things that need to be managed and taken care of at a security level. These are like, seem like in the weeds, but you're starting to see that happen. And the other thing that I think's real about Cloud Native Security Con that's going to be interesting to watch, is Amazon has pretty much canceled all their re:Invent like shows except for two; Re:Invent, which is their annual conference, and Re:Inforce, which is dedicated to securities. So Cloud Native, Linux, the Linux Foundation has now breaking out Cloud Native Con and KubeCon, and now Cloud Native Security Con. They can't call it KubeCon because it's not Kubernetes, but it's like security focus. I think this is the beginning of starting to see this new developer driving, developers driving the standards, and it has it implications, what used to be called IT ops, and that's like the VMwares of the world. You saw all the stuff that was not at developer focus, but more ops, becoming much more in the application. So I think, I think it's real. The question is where does it go? How fast does it develop? So to me, I think it's a real trend, and it's worthy of a breakout, but it's not yet clear of where the landing zone is for people to start doing it, how they get started, what are the best practices. Machine learning's going to be a big part of this. So to me it's totally cool, but I'm not yet seeing the beachhead. So that's kind of my take. >> Dave, our inventor and host of breaking analysis, what's your take? >> So when you, I think when you zoom out, there's some, there's a big macro change that's been going on. I think when you look back, let's say 10, 12 years ago, the, the need for speed far trumped the, the, the security aspect, the governance, the data privacy. It was like, "Yeah, the risks, they're not that great compared to our opportunity." That has completely changed because the risks are now so much higher. And so what's happening, I think there's a, there's a major effort amongst CIOs and CISOs to try to make security not a blocker because it use to be, it still is. "Okay, I got this great initiative." Eh, give it to the SecOps pros, and let them take it for a while before we can go to market. And so a huge challenge now is to simplify, automate, AI comes in, the whole supply chain security, so the, so the companies can not be facing so much friction. And that is non-trivial. I don't think we're anywhere close there, but I think the goal is by, within the next several years, we're going to be in a position, that security, we heard today, is, wasn't designed in to the initial internet protocols. It was bolted on. And so increasingly, the fundamental architecture of the internet, the Cloud, et cetera, is, is seeing designed in security, and, and that is an imperative, or else business is going to come to a grinding halt. >> Right. It's no longer, the bolt no longer works. Yves, what's your perspective on Cloud Native Security, where it stands today? What's in it for customers, whether we're talking about banks, or hospitals, or retailers, what do you think? >> I think when we, when we look at security in the, in the modern world, is we need to as, as Dave mentioned, we need to rethink how we apply it. Very often, security in the past has been always bolted on in the end. If we continue to do that, it'll become more and more difficult, because as companies evolve, and as companies want to bring products and software to market in a much faster and faster way, it's getting more and more difficult if we bolt on the security process at the end. It's like, developers build something and then someone checks security. That's not going to work any longer. Especially if we also consider now the changes in the industry. We had Stack Overflow over the last 10 years. If I would've had Stack Overflow 15, 20, what, 25 years ago when I was a developer, it would've changed a hell lot. Looking at it now, and looking at it what we had in the last few weeks, it's like where nearly all of my team members say is like finally I don't need any script kiddies anymore because I can't go to (indistinct) who writes the code for me. Which is on one end great, because it enables us to solve certain problems in a much higher pace. But the challenge with that is, if the people who just copy and past that code, don't understand the implications of that code, we have a much higher risk continuously. And what people thought was, is challenging with Stack Overflow. Imagine that something in one of these AI engines, is actually going ballistic, and it creates holes in nearly every one of these applications. And trust me, there will be enough developers who are going to use these tools to develop codes, the same as students in university are going to take this to write their essays and everything else. And so it's really important that every developer team basically has a security person within their team, and not a security at the end. So we build something, we check it, go through QA, and then it goes to security. Security needs to be at the forefront. And I think that's where we see Cloud Native Security Con, where we see AWS. I saw it during re:Invent already where they said is like, we have reinforced next year. I think this becomes more and more of a topic, and I think companies, as much as it is become a norm that you have a firewall and everything else, it needs to become a norm that when you are doing software development, and every development team needs to have a security person on that needs to be trained. >> I love that chat comment Dave, 'cause you and I were talking about this. And I think that is going to be the issue. Do we need security chat for the chat bot? And there's like a, like a recursive model there. The biases are built in. I think, and I think our interview with the Palo Alto Network's co-founder, Dave, when he talked about zero trust as a structured way to start things, but he was referencing that with Cloud, there's a chance to rethink or do a do-over in security. So, I think this is kind of to me, where this is all going. And I think you asked Pat Gelsinger what, year 2013, 2014, can, is security a do over? I think we're in that do over time. >> He said yes. >> He said yes. (laughing) He was right. But yeah, eight years later... But this is, how do you, zero trust gives you some structure, but how do you organize and redo security? Because to me, I think that's what's happening here. >> And John you heard, Zuk at Palo Alto Network said, "Yeah, the, the words security and architecture, they don't go together historically." And so it is a total, total retake. >> Well is that because there's too many tools out there and- >> Yeah. For sure. >> Yeah, well, first of all, a lot of hardware. And then yeah, a lot of tools. You even see IIOT and industry 40, you see IOT security coming up as another stove pipe, and that's not the right approach. And, and so- >> Well let me, let me ask you a question Dave, and Yves, if you don't mind. 'Cause I was just riffing on this yesterday about this. In the ML space, you're seeing the ML models, you're seeing proprietary models versus open source. Is security going to go down this proprietary security methods and open source? Because that's interesting, because the CNCF is run by the the Linux Foundation. So you can almost maybe see a model where there's more proprietary security methods than open source. Or is it, is that a non-issue? >> I would, I would, let me, if I, if I jump in here first, I think the last, especially last five or 10 years have clearly shown the, the whole and, and I invested early on in the, in the end 90s in several open source startups in the Bay area. So, I'm well behind the whole open source idea and, and mid (indistinct) and others back then several times. But the point is, I think what we have seen is open source is not in general, more secure or less secure, because code is too complex nowadays. You have millions of lines of code, and it's not that either one way or the other is going to solve it. The ways I think we are going to look at it is more is what's the role to market, because only because something is open source doesn't necessarily mean it's going to be available for everyone. And the same for proprietary source from that perspective, even though everybody mixes licensing and payments and all that all the time, but it doesn't necessarily have anything to do with it. But I think as we are going through it, and when we also look at the industry, security industry over the last 10 plus years has been primarily hardware focused. And a lot of these vendors have done a good business out of selling hardware boxes, putting software on top of it. Whereas in reality, those were still X86 standard boxes in the end. So it was not that we had specific security ethics or anything like that in there anymore. And so overall, the question of the market is going to change. And as we are looking into Cloud Native, think about someone like an AWS, do you really envision them to have a hardware box of every supplier in their data center, and that in every availability zone in every region? Same for Microsoft, same for Google, etc? So we need to have new ways on how we can apply security. And that applies both on the backend services, but also on the front end side. >> And if I, and if I could chime in, I think the, the good, I think the answer is, is, is no and yes. And what I mean by that is if you take, antivirus and known malware, I mean pretty much anybody today can, can solve that problem, it's the unknown malware. So I think the yes part of the answer is yes, it's, it's going to be proprietary, but in the sense we're going to use open source tooling, and then apply that in a proprietary way with, with specific algorithms and unique architectures that are going to solve problems. For example, XDR with, with unknown malware. So, and that's the, that's the hard part. As somebody said, I think this morning at the keynote, it's, it's all the stuff that, that the SecOps team couldn't find. That's the really hard part. >> (laughs) Well the question will be will, is the new IP, the ability to feed ChatGPT some magical spelled insertion query string that does the job, that's unique, that might be the new IP, the the question to ask. >> Well, that's what the hackers are going to do. And I, they're on offense. (John laughs) And the offense knows what play is coming. So, they're going to start. >> So guys, let's take this conversation up a level. I want to get your perspectives on what's in this for me as a customer? We know security is a board level conversation. We talk about this all the time. We also know that they're based on, I think David, was the conversations that you and I had, with Palo Alto Networks at Ignite in December. There's a, there's a lack of alignment between the executives and the board from a security perspective. When we talk about Cloud Native Security, we all talked about the value in that, what's in it for customers? I want to get your perspectives on should this be a board level conversation, and if so, how do you advise organizations, whether it is a hospital, or a bank, or an organization that is really affected by things like ransomware? How should they be thinking about this from an organizational perspective? >> Well, I'll start first, because we had this conversation during our Super Cloud event last month, and this comes up a lot. And this is, the CEO board level. Yes it is a board level conversation for security, as is application development as in terms of transforming their business to be competitive, not to be on the wrong side of history with this wave coming. So I think that's more of a management. But the issue is, they tell their people, "Go do it." And they're like, 'cause they get sold on the idea of, "Hey, won't you transform your business, and everything's going to be data driven, and machine learning's going to power your apps, get new customers, be profitable." "Oh, sign me up for that." When you have to implement this, it's really hard. And I think the core issue is, where are companies in their life cycle of the ability to execute and architect this thing properly as Dave said, Nick Zuk said, "You can't have architecture and security, you need platforms." So, I think the re-platforming, and the re-factoring of business is a big factor, and that's got to get down into the, the organizational shifts and the people to do it. So are there skills? Do I do a managed service? How do I architect it? Are there more services? Are there developers doing applications that are going to be more agile? So, this is not an easy thing. And to move a business from IT operations that is proven, to be positioned for this enablement, is just really difficult. And it's expensive. And if you screw it up, you could be, could be on the wrong side of things. So, to me, that's the big issue is, you sell the dream and then you got to implement it. And that's really difficult. >> Yves, give us your perspective on, based on John's comments, how do organizations shift so dramatically? There's a cultural element there as well, but there's also organizations that are, have competitive competitors in the rear view mirror, and there's time to waste. What are your thoughts on that? >> I think that's exactly the point. It's like, as an organization, you need to take the decision between the time, the risk, and all the other elements we have into this game. Because you can try to achieve 100% security, but that's exactly the same as trying to, to protect gold or anything else 100%. It's most likely not going to be from a risk perspective anyway sensible. And that's the same from a corporational perspective. When you look at building new internet services, or IOT services, or any kind of new shopping experience or whatever else, you need to balance out between the risks and the advantages out of it. And you also need to be accepting that you potentially on the way make mistakes, but then it's more important than ever that you are able to quickly fix any mistakes, and to adjust to anything what's happening in the market. Because as we are building all these new Cloud Native applications, and build up all these skill sets, one of the big scenarios is we are far more depending on individual building blocks. These building blocks come out of open source communities, which have a much different way. When we look back in software development, back then we had application servers from Oracle, Web Logic, whatsoever, they had a release cycles of every three to six months. As now we have to deal with open source, where sometimes release cycles are on a four week schedule, in between security patches. So you need to be much faster in adopting that, checking that, implementing that, getting things to work. So there is a security stretch from that perspective. There is a speech stretch on the other thing companies have to deal with, and on the other side it's always a measurement between the risk, and the security you can afford. Because reality is, you will not be 100% protected no matter what you do. So, you need to balance out what you as an organization can actually build on. But I think, coming back also to the point, it's on the bot level nowadays. It's like nearly every discussion we have with companies nowadays as they move into the Cloud, especially also here in Europe where for the last five years, it was always, it's like "It's data privacy." Data privacy is no longer, I mean, yes, for certain people, it's still the point, but for many more people it's like, "How protected is my data?" "What do we do in case of ransomware attack?" "What do we do in case of a denial of service?" All of these things become more vulnerable, where in the past you were discussing these things with a becking page, or, or like a stock exchange. They were, it's like, "What the hell is going to happen if we have a denial of service?" Now all of the sudden, this now affects nearly everyone in their storefronts and everything else, because everything is depending on it. >> Yeah, I think you're right on. You think about how cultural change occurs, it's bottom ups or, bottom up, top down or middle out. And what, what's happened with security is the people in the security team cared about it, they were the, everybody said, "Oh, it's their problem." And then it just did an end run to the board, kind of mid, early last decade. And then the board sort of pushed that down. And the line of business is realizing, "Holy cow. My business, my EBIT can be dramatically affected by this, so I care." Now it's this whole house, cultural team sport. I know it's sort of a, a cliche, but it, it's true. Everybody actually is beginning to care about security because the risks are now so high, and it's going to affect not only the bottom line of the company, the bottom line of the business, their job, it's, it's, it's virtually everywhere. It's a huge cultural shift that we're seeing. >> And that's a big challenge for organizations in any industry. And Yves, you talked about ransomware service. Every industry across the globe is vulnerable to this. But how can, maybe John, we'll start with you. How can Cloud Native Security help organizations if they're able to embrace it, operationally, culturally, dial down some of the vulnerabilities that just seem to keep growing? >> Well, I mean that's the big question. The breaches are, are critical. The governances also could be a way that anchors down growth. So I think the balance between the governance compliance piece of it is key, but making the developers faster and more productive is the key to me. And I think having the security paradigm where they're not blockers, as Dave said, is critical. So I love the whole shift left, but now that we have more data focused initiatives around how that, you can use data to understand the security issues, I think data and security are together, and I think there's a going to be a data operating system model emerging, where data and security will be almost one thing. And that will be set up by the security teams, and the data teams together. And that will feed guardrails into the developer environment. So the developer should feel no pain at all in doing this. So I think the best practice will end up being what we're seeing with supply chain, security, with making sure code's verified. And you're going to see the container, security side completely address has been, and KubeCon, we just, I asked Scott Johnson, the CEO of Docker, and I asked him directly, "Are you guys all tight on container security?" He said, yes, but other people are suggesting that's not true. There's a lot of issues with the container security. So, there's all kinds of areas where there's holes. So Cloud Native is cool on one hand, and very relevant, but if it's not shored up, it's going to be a problem. But I, so I think that's where the action will be, at the developer pipeline, in the containers, and the data. So, that will be very relevant, and if companies nail that, they'll be faster, they'll have better apps, and that'll be the differentiator. And again, if they don't on this next wave, they're going to be driftwood. >> Dave, how do they prevent becoming driftwood? >> Well, I think Cloud has had a huge impact. And a Cloud's by no means a panacea, but let's face it, it's dramatically improved a lot of companies security posture. Now there's still that shared responsibility. Even though an S3 bucket is encrypted, it's still your responsibility to make sure that it doesn't get decrypted by somebody who has access to it. So there are things like that, but to Yve's earlier point, that can be, that's done through software now, it's done through best practices. Those best practices can be shared. So the way you, you don't become driftwood, is you start to, you step back, rethink that security architecture as we were talking about earlier, take advantage of the Cloud, take advantage of Cloud Native, and all the, the rapid pace of innovation that's occurring there, and you don't use, it's called before, The audit is the last line of defense. That's no longer a check box item. "Oh yeah, we're in compliance." It's, this is a business imperative, and because we're going to reduce our expected loss and reduce our business risk. That's part of the business case today. >> Yeah. >> It's a huge, critically important part of the business case. Yves, question for you. If you're in an elevator with a CEO, a CFO, and a CISO, and they're talking about security and Cloud Native Security, what's your value proposition to them on a, on a say a 32nd elevator ride? >> Difficult story. I think at the moment, the most important part is, we need to get people to work together, and we need to train people to work more much better together. I think that's the overall most important part for all of these solutions, because in the end, security is always a person issue. If, we can have the best tools in the industry, as long as we don't get all of these teams to work together, then we have a problem. If the security team is always seen as the end of the solution to fix everything, that's not going to work because they always are the bad guys in the game. And so we need to bring the teams together. And once we have the teams work together, I think we have a far better track on, on maintaining security. >> John and Dave, I want to get your perspectives on what Yves just said. In all the experience that the two of you have as industry analysts here on "theCUBE," Wikibon, Siliconangle Media. How do you advise organizations to get those teams together? As Eve said, that alignment is critical, but John, we'll start with you, then Dave go to you. What's your advice for organizations that need to align those teams and really don't have a lot of time to wait to do it? >> (chuckling) That's a great question. I think, I think that's everyone pays hundreds of thousands of millions of dollars to get that advice from these consultants, organizations out there doing the transformations. But I think it comes down to personnel and commitment. I think if there's a C-level commitment to the effort, you'll see the institutional structure change. So you can see really getting behind it with their, with their wallet and their, and their support of either getting more personnel to support and assist, or manage services, or giving the power to the teams to execute and doing it in a way that, that's, that's well known and best practices. Start small, build out the pilots, build the platform, and then start getting it right. And I think that's the key. Not the magic wand, the old model of rolling out stuff in, in six month cycles. It's really, get the proof points, double down and change the culture, but also execute and have real metrics. And changing the architecture, like having more penetration tests as a service. Doing pen tests is like a joke now. So that doesn't make any sense. You got to have that built in almost every day, and every minute. So, these kinds of new techniques have to be implemented and have to be tried. So that's why these communities are growing. That's why I like what open source has been doing, and I like the open source as the place to have these conversations, because that's where the action will be for new stuff. And I think people will implement open source like they did before, but with different ways, better testing, better supply chain on the software side, verifying code. So, I see open source actually getting a tailwind from this, not a headwind. So, I'm bullish on the open source piece here on, on all levels, machine learning- >> Lisa, my answer is intramural sports. And it's 'cause I think it's cultural. And what I mean by that, is you take your your best and brightest security, and this is what frankly, a lot of CISOs do, an examples is Lena Smart, MongoDB. Take your best and brightest security pros, make them captains of the intramural teams, and pair them up with pods of individuals across the organization, which is most people who don't know anything about security, and put them together, so that they can, they, so that the folks that understand security can, can realize how little people know, what, what, what, how, what the worst practices that are out there in the reverse, how they can cross pollinate. And they do that on a regular basis, I know at Mongo and other companies. And that kind of cultural assimilation is a starting point for how you get security awareness up to your question around making it a team sport. >> Absolutely critical. Yves, I want to kind of wrap things with you. We've got a couple of minutes left. When you're really looking at the Cloud Native community, the growth of it, we talked about earlier in the program, Cloud Native Security Con being now extracted and elevated out of KubeCon, what are your thoughts on the groundswell that this community is generating around Cloud Native Security, the benefits that organizations will achieve from it? >> I think overall, when we have these securities conferences, or these security arms a bit spread out and separated out of the main conference, it helps to a certain degree, because especially in the security space, when you look at at other like black hat or white hat conferences and things like that in the past, although they were not focused on Cloud Native, a lot of these security folks didn't feel well taken care of in any of the other conferences because they were always these, it's like they are always blocking us, they're always making us problems, and all these kinds of things. Now that we really take the Cloud Native piece and the security piece together, or like AWS does it with re:Inforce, I think we will see more and more that people understand is that security is a permanent topic we need to cover, but we need to bring different people together, because security also has compliance and a lot of other components in there. So we will see at these conferences moving forward, also a different audience. It's not going to be only the Cloud Native developers. And if I see some of these security audiences, I can't really imagine them to really be at KubeCon because there is too much other things going on. And you couldn't really see much of that at re:Invent because re:Invent by itself has become a complete monster of a conference. It covers too many topics. And so having this very, very important security piece separated, also gives the opportunity, I think, that we can bring in the security people, but also have the type of board level discussions potentially, between the leaders of the industry, to also discuss on how we can evolve, how we can make things better, and how, how we can actually, yeah, evolve our industry for it. Because let's face it, that threat is not going to go away. It's, it's a business. And one of the last security conferences I was on, on the ransomware part, it was one of the topics someone said is like, "Look, currently on average, it takes a hacker group roughly around they said 15 to 20 K to break into a company, and they on average make 100K. It's a business, let's face it. And it's a business we don't like. And ethically, it's no discussion that this is not good, but that's something which is happening. People are making money with it. And as long as that's going to go on, and we have enough countries where these people can hide, it's going to stay and survive. And so, with that being said, it's important for us to really build an industry around this. But I also think it's good that we have separate conferences. In the past we had more the RSA conference, which tried to cover all of these areas. But that is not really fitting Cloud Native and everything else. So I think it's good that we have these new opportunities, the Cloud Native one, but also what AWS brings up for someone. >> Yves, you just nailed it. It just comes down to simple math. It's a fraction. Revenue over cost. And if you could increase the hacker's cost, increase the denominator, their ROI will go down. And that is the game. >> Great point, Dave. What I'm hearing guys, and we can talk about technology for days and days. I know all of you. But there's, there's a big component that, that the elevation of Cloud Native Security, on its own as standalone is critical, as is the people component. You guys all talked about that. We talked about the cultural change necessary for that. Hopefully what we're seeing with Cloud Native Security Con 23, this first event is going to give us more insight over the next couple of days, and the next months or so, as to how this elevation, and how the people can come together to really help organizations from a math perspective as, as Dave talked about, really dial down the risks there, understand more of the vulnerabilities so that ransomware as a service is not as lucrative as it is today. Guys, so much appreciate your time, really breaking down Cloud Native Security, the value in it from different perspectives, and what your thoughts are on where it's going. Thanks so much for your time. >> All right. Thanks. >> Thanks, Lisa. >> Thank you. >> Thanks, Yves. >> All right. For my guests, I'm Lisa Martin. You're watching theCUBE's day one coverage of Cloud Native Security Con 23. Thanks for watching. (rousing music)

Published Date : Feb 2 2023

SUMMARY :

the CEO of Comdivision Group, perspectives on the event We are in the business and the focus keeps and that's like the VMwares of the world. And so increasingly, the the bolt no longer works. and not a security at the end. And I think that is going to be the issue. Because to me, I think And John you heard, Zuk and that's not the right approach. because the CNCF is run by and all that all the time, that the SecOps team couldn't find. is the new IP, the ability to feed ChatGPT And the offense knows what play is coming. between the executives and the board and the people to do it. and there's time to waste. and the security you can afford. And the line of business is realizing, that just seem to keep growing? is the key to me. The audit is the last line of defense. of the business case. because in the end, security that the two of you have or giving the power to the teams so that the folks that the growth of it, and the security piece together, And that is the game. and how the people can come together All right. of Cloud Native Security Con 23.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
DavePERSON

0.99+

JohnPERSON

0.99+

Lisa MartinPERSON

0.99+

Dave VellantePERSON

0.99+

EvePERSON

0.99+

AmazonORGANIZATION

0.99+

Nick ZukPERSON

0.99+

MicrosoftORGANIZATION

0.99+

GoogleORGANIZATION

0.99+

Pat GelsingerPERSON

0.99+

ZukPERSON

0.99+

John FurrierPERSON

0.99+

AWSORGANIZATION

0.99+

DavidPERSON

0.99+

YvesPERSON

0.99+

Yves SandfortPERSON

0.99+

GermanyLOCATION

0.99+

100%QUANTITY

0.99+

Palo Alto NetworkORGANIZATION

0.99+

EuropeLOCATION

0.99+

LisaPERSON

0.99+

Scott JohnsonPERSON

0.99+

15QUANTITY

0.99+

MongoORGANIZATION

0.99+

OracleORGANIZATION

0.99+

Lena SmartPERSON

0.99+

2014DATE

0.99+

Linux FoundationORGANIZATION

0.99+

twoQUANTITY

0.99+

Comdivision GroupORGANIZATION

0.99+

DecemberDATE

0.99+

four weekQUANTITY

0.99+

DockerORGANIZATION

0.99+

Palo Alto NetworksORGANIZATION

0.99+

Web LogicORGANIZATION

0.99+

Cloud Native Security ConEVENT

0.99+

Siliconangle MediaORGANIZATION

0.99+

WikibonORGANIZATION

0.99+

DevSecOpsTITLE

0.99+

next yearDATE

0.99+

Palo Alto NetworkORGANIZATION

0.99+

eight years laterDATE

0.99+

last monthDATE

0.99+

Cloud Native Security Con 23EVENT

0.99+

KubeConEVENT

0.99+

20 KQUANTITY

0.98+

six monthsQUANTITY

0.98+

bothQUANTITY

0.98+

VMwareORGANIZATION

0.98+

todayDATE

0.98+

oneQUANTITY

0.98+

32nd elevatorQUANTITY

0.98+

DevOpsTITLE

0.98+

over 27 yearsQUANTITY

0.98+

YvePERSON

0.98+

Cloud NativeTITLE

0.98+

2013DATE

0.98+

firstQUANTITY

0.98+

MongoDBORGANIZATION

0.97+

Re:InforceEVENT

0.97+

25 years agoDATE

0.97+

Krishna Mohan & Sowmya Rajagopalan, Tata Consultancy Services | AWS re:Invent 2022


 

(corporate electronic xylophone jingle intro) >> Good afternoon and welcome back to our very last segment of Tuesday's live broadcast here on theCUBE from AWS re:Invent in fabulous Las Vegas, Nevada. My name is Savannah Peterson and I am joined here by the brilliant Paul Gillin. Paul, end of our first day. You holding up, are you still feeling overwhelmed with fire hose... >> Savannah, yet my feet are killing me. (savannah laughs) >> Yeah, we've done so much walking in these chairs. >> 14,000 steps already today. It's not even dinner time. >> Hey, well, at least you've earned your dinner, Paul. I love that. I love that. I'm very excited about our next guests. We have Krishna and Sowmya joining us from Tata Consultancy Services. Now, I was impressed when I was doing my background research on you all. The Tata Group has locations in 150 different spots, 46 different countries. You have over 600,000 employees on the team. We are talking about absolutely massive scale here but, today we're going to be focused specifically on the Tata Consultancy Services. Sowmya, can you tell me what you all do? What is that team specifically in charge of? >> Yeah, TCS, first of all, thank you very much for inviting us. >> Savannah: Our pleasure. >> Maybe the last session but, we'll make it very lively. >> Savannah: It's going to be the best session. That's the best part of the day. >> Yes, that's the attitude. From a company standpoint, we are a 50 plus year old company. Part of the Tata group. We focus on IT services. We are categorized as industry verticals and we have horizontal services where AWS is one of the horizontal services that we have. And, when I talk about TCS, we focus a lot more on growth and transformation of our customers. That is one of the key objectives of the current company's growth, I would say. So, that is TCS in a nutshell. >> Extraordinarily important topic to be focused on right now. Growth, transformation, pretty much the core topics of the show. I know you're on the hospitality and transportation side of the business, which is very exciting. And, we're going to dig into that a little bit more. Krishna, you're overseeing the world. Tell us a little bit more about your role within the whole ecosystem. >> Yeah, thank you for the opportunity. Great meeting all of you. It's been awesome experience here. re:Invent is coming back, catching up, right? 50,000 people compared to 25,000 last year. So, great to see and meet all of you. Coming to my role, I am responsible for AWS Business Unit within TCS. That means I am responsible for anything that happens on cloud, on AWS. It's a Full Stack unit. I have the global responsibility. That's whether it's a applications, data, infrastructure, transformation that happens, as well as OT at the edge. So, that's my responsibility. >> Savannah: Well, I love talking about the edge. One of my favorite. >> Transformation is a theme of what you do. We heard that the pandemic accelerated digital transformation initiatives at many companies. How did you see the pandemic affecting your business, affecting the customers you were working with? >> Pandemic definitely kind of accelerated a lot of cloud adoption, right? A lot of companies initially focused on resiliency, coming back to handling the pandemic, the situation. But, it also drove a lot of innovation in the business models. They had to think on their feet, re-look at their business models, change the channels and that continued. Pandemic is thankfully gone by but, the transformation actually continued. The way that we actually see on cloud, especially transformation, it has evolved. What we call as Cloud 2.0. Now, cloud is actually more focused on future-proofing the businesses. And, the initial days it was more about future-proofing the technology and technology architecture. But, it has evolved to future-proofing businesses. That means implementing new business models, bringing in agility, measuring the business value. And, that's where we see a significant traction. >> So, it's not about technology then. It's not about infrastructure. >> It is about technology but, really delivering business value. It's about, how can I improve the customer experience? >> Well, can you give us a couple of examples of companies you work with that embody this idea? >> I can imagine in the travel and hospitality zone. Probably few communities more sensitive than when someone's having a disruption or frustration within that process. And, perhaps few time periods less chaotic than the last few years. Tell us about your experience and what you've seen. >> Absolutely. To answer your question, first of all, coming out of pandemic, right? Many customers in the travel and hospitality industry where legacy, did not modernize for the last decade or so because, there have been many ups and downs in the industry. So, during pandemic, post-pandemic, one of the the way they wanted to rebound was, can we do the transformation? First of all, cloud as a technology adoption, but, beyond that, how do customers derive value, business value? That is one of the key aspects of the old transformation. And, if you take, I can give a couple of examples. Avis Car Rental, they had monolith mainframe applications and, that was there for almost couple of decades, right? But, over a period of time, they were not able to have the availability of those applications. There were many outages. As a result, businesses could not do the bookings. Like OTAs, customers could not do the bookings, the application was not available most of the time. And, it's all legacy, right? So, that is where we all came in, TCS. How do we first of all, simplify the complexity of the landscape? That is one. Then, second is, modernize the legacy application. That's the second thing. Third is, how do you scale it? Because, everyone wants to go faster, right? How do you scale it? That is where we partnered with AWS as well, to bring in some specific solutions. One example for Avis', their Rent Shop. Because, of the lack of availability, because, it's monolith application and legacy application. It was not available. So, as a result, we partnered and we brought in our contextual knowledge of the car rental industry to kind of transform, move it to cloud. And, today, as a result of it, Avis was able to save millions of dollars from a MIB standpoint. Second, in terms of availability, that was 99.9% availability. As a result, they had a pick in their business revenue as well. So, this is one of the ways that its helped. The second example I want to quote is, United Airlines. Here again, we've been present for a long time. We have a deep industry knowledge of the airline industry. So, we brought in our airline contextual knowledge and the United landscape to bring in a TCS's solution that we developed. It's called the Aviana. It's an intelligent operations solution for the airline industry, which we have developed. It's on AWS as well, that is being implemented in United. As a result, the ground staff, they have to take decisions on the moment when there is a irregular operation. That could be flight delays, as a result, customers connections will be lost. >> Savannah: Baggage. >> Baggage, right? Baggage delays. >> So many variables. The complexity... >> exactly >> in this matrix is wild. >> So, leveraging the Aviana solution, the ground staff were able to take decisions based on exceptions. They were able to take decisions quickly so that, they improved the customer experience. I think that was one of the key successes for United in the recent times. So, those two are the examples that I would call where customers have the right business value. So, cloud was not just for technology. They all are deriving a lot of business value as well. I would say. >> How important do you think it is for companies facing these unique challenges and scaling to work with partners like TCS? And, I'm sure you would say very important, but, tell me a little bit more why it's so important and those core benefits that they're going to get. Krishna, let's start off with you. Yeah, let me take again the AWS cloud transformation, right? TCS has formed AWS Business Unit two years back. So, we are a covid baby in a way. We have been working with the AWS for more than a decade but, we formed a dedicated Full-Stack Unit to drive cloud transformation on AWS. In these last two years, we've grown three X and customers we have added 400 new customers we have added. >> Nicely done. Just want to see you there. That's huge. Especially during these times. Congratulations. >> So, it's basically about the scale that we bring in. What we have done as a differentiation is, if you look at the entire cloud journey, right from taking a decision which cloud is, right, all the way to the cloud migration modernization and running operations. So, we have built complete platform. AML based platforms, where we have taken our delivery wisdom and codified it onto these platforms. So, we support around thousand plus customers on AWS in varying capacity. All of that knowledge is codified and, that is what we bring to the table, to the customers. And, so, customers obviously appreciate that value that best practices that are coming. And, coupled with that, the industry knowledge that we have on banking, life sciences, healthcare, automotive. So, it's partly the IT, it is the industry transformation as well. Because, we are working on connected cars, for example, in automotive. We are working on accelerated drug development platforms. We're working on complete banks as a platform that we have. TCS has built on AWS. So, 400 customers are there. It's the complete banking and insurance platform. So, this is the combination of the technical expertize that is digitized using platforms, as well as the industry knowledge, is the reason why customers work with us on the cloud transformation. >> So, we're seeing you talk about the vertical industry knowledge. AWS also has its own vertical industry plays. How do you, I guess, coordinate with them or, do you compete with them or, do you stay out of each other's way? >> No, we actually collaborate aggressively. >> Savannah: I like that (laughs) >> Right, so, it's not.. >> Savannah: With vigor. >> With vigor. TCS supports approximately 14 verticals. With AWS, we went with the focused industry play. We said we look at financial services, travel, transportation, hospitality, healthcare, life sciences and automotive, to start with. And, we have Go Big plans with AWS. very focused. The collaboration is actually at the industry solutions because, AWS is a great platform, ever evolving, keeps you on on your toes to really adapt it. But, that is always going on, the collaboration. But, the industry, I'm actually glad AWS last year took a pivot on focusing on industries. Now, we talk the same language when we go in front of a board or a CEO or COO. Present it. We are talking about the future of the industry not just the future of the technology. So, it's a win-win. >> You are also developing products on top of AWS that are not industry verticals, that build on the platform. What kinds of products are those? >> For cloud transformation, for example, consulting. We have a product called Cloud Counsell. We have a decision engine on the data side. We have something called Cloud Foundation, Mason. CloudMason. It's just the foundation, right? And, entire migration and modernization factory. And, the last one on cloud operations is actually Cloud Exponence. So, these are time tested. You have Fortune 500 customers using this regularly actively leveraging that. And, these are all AWS in a well architecture framework certified. So, they work well and they're designed to work on cloud, not only in the native environment, but, also legacy environment. Because, enterprises is not just only native, cloud-native. There is a lot of legacy. Sowmya spoke about the mainframe model... >> So much legacy, we were talking about it. >> So, you have to have a combination of solutions. So, the platforms that we're building, the products we're building, work in both the environments. >> Yeah, and that agility and ability to help customers navigate that prioritization. I mean, there's so many options. We talk about how many new companies there are every year. New solutions. Our adoption of technology is accelerating. As, McKinsey said, we went through 10 years of technological evolution and workplace evolution over the first six months of the pandemic. So, really everything's moving at unprecedented velocity unlike ever before. We have a new game here on theCUBE specifically for this show. And, we are challenging our guests, prompting our guests, to give us a 30 second sizzly sound bite with your hot take on the most important themes of this year's show. Think of it as a thought leadership moment. Opportunity to plug if you really want it. Krishna, you've just given me the nod. I'm going to start with you first and then we'll then we'll pass it along, yeah >> Sure. I think on thought leadership, the way that on cloud, business value is the focus, not the technology. Technology is important, but business value is the focus. And, the way that I see it evolving is with quantum computing coming out more and more, becoming relevant, and Edge is actually becoming quite active as well. All this while on cloud, we focused on business value at the centralized place at the corporate. But, I think the real value of cloud is when you deliver the results, business results, where the customers consume it, that is at the edge. I think that's basically the combination of centralized and the edge is where the real value of cloud is, right. And, I also loud, I know you said 30 seconds but, give me 30 more seconds. >> I like your answer right now. So, I'm going to give you a little more time. Yeah, thank you. >> You've earned more time. (laughs) >> So, I like the way Adam said in the keynote, if you look at it broadly, I categorizes two things. There are a lot of offerings that are becoming comprehensive, like AWS Connect, bringing in workforce management into it, making it a complete end to end product. Similarly, Security Lake, all bringing in the entire security and compliance under one, similarly data. So, there are lot of things that he announced where it is an end to end comprehensiveness of the thing. But, what I love about is, what Amazon is known for, supply chain. So, they rolled out AWS Supply Chain offering. Walk Out technology. So, the Amazon proposition is actually being brought to AWS as a core proposition. I think that's very futuristic and I think we can see more and more customers, enterprise customers, adopting AWS more to drive transformation >> Badly needed right now. Supply chain resiliency. >> Supply chain really having its moment the last two years. File under two words. No one knew, many of us did who worked in it before this. And, here we are, soon as we lost our toilet paper, everyone's freaked out. I love that you talked about business value and also that the end customer is on the edge and, everyone kind of forgets we are essentially the edge device. This is the edge device, it's all around us. And, all the technology that we're all using that you're even talking about is built right inside here from my airlines app to my car rentals to all of it. All right Sowmya, give us your 30 second hot take, roughly. >> Taking the cue from Krishna, right? Today, things are available on AWS Marketplace. So, tomorrow, somebody wants to start an airline, they just have to come and plug and play the apps that are available in the marketplace. Especially your supply chain. The Amazon is known for that. And, a small and medium business they want to start something, right, a .com. It's very easy. So, that's something that we are all looking for. The future is going to be very, very bright and great for the businesses, is what I would say because, most of it could be plug and play with all the solutions. >> Paul: It's already been built. >> On the cloud, so, we are looking forward to it. The second thing I would talk about is, we have to take it to scale. How more and more people can leverage AWS, right? The talent is very important and, that is where partners like us focus on re-scaling our talent. We have 600,000 people, right? We are not just... >> 600,000 people! That's basically as many people live in the San Francisco Bay area for contexts for our listeners. It's how many people work for Walmart? >> It's 1.2 million in Walmart? >> Is it really? >> It is, yes, yes. That's work for Walmart, sidebar. >> So from that standpoint, as the company, we are focusing on re-skilling, up-skilling our talent in order to work AWS cloud and so on, so, that they can go and support our customers. That is something that is very important and that's going to be the future as well. Bring it to scale, go faster. >> I love that you just touched on the fact that you essentially have to practice what you preach because, you've got to think about those 600,000 people in a 100 locations across 40 plus different countries. I love it. Sowmya, I'm going to close on that note. The future is bright, just like your fabulous blazer. >> Thank you so much. Krishna, Sowmya, thank you so much for being here with us. We can't wait to see what happens next, who you help next, and how Tata continues to transform. Thank all of you for tuning in today. A full jam packed day of coverage live here from Las Vegas, Nevada. We are at AWS re:Invent with Paul Gillin. I'm Savannah Peterson. We're theCUBE, the leader in High-Tech Coverage. (corporate electronic xylophone jingle outro)

Published Date : Nov 30 2022

SUMMARY :

by the brilliant Paul Gillin. Yeah, we've done so much It's not even dinner time. on the Tata Consultancy Services. Yeah, TCS, first of Maybe the last session That's the best part of the day. Part of the Tata group. of the business, which is very exciting. I have the global responsibility. talking about the edge. We heard that the pandemic of innovation in the business models. So, it's not about technology then. the customer experience? I can imagine in the Because, of the lack of availability, Baggage, right? The complexity... So, leveraging the Aviana solution, Yeah, let me take again the AWS Just want to see you there. the table, to the customers. about the vertical industry knowledge. No, we actually future of the industry that build on the platform. And, the last one on cloud operations So much legacy, we So, the platforms that we're building, over the first six months of the pandemic. it, that is at the edge. So, I'm going to give You've earned more time. So, I like the way Badly needed right now. and also that the end that are available in the marketplace. On the cloud, so, we in the San Francisco Bay area for contexts That's work for Walmart, sidebar. standpoint, as the company, I love that you just Thank all of you for tuning in today.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
SavannahPERSON

0.99+

AWSORGANIZATION

0.99+

Paul GillinPERSON

0.99+

AmazonORGANIZATION

0.99+

Savannah PetersonPERSON

0.99+

AdamPERSON

0.99+

KrishnaPERSON

0.99+

PaulPERSON

0.99+

Tata Consultancy ServicesORGANIZATION

0.99+

SowmyaPERSON

0.99+

WalmartORGANIZATION

0.99+

30 secondQUANTITY

0.99+

1.2 millionQUANTITY

0.99+

twoQUANTITY

0.99+

Sowmya RajagopalanPERSON

0.99+

400 new customersQUANTITY

0.99+

400 customersQUANTITY

0.99+

oneQUANTITY

0.99+

San Francisco BayLOCATION

0.99+

30 secondsQUANTITY

0.99+

100 locationsQUANTITY

0.99+

tomorrowDATE

0.99+

last yearDATE

0.99+

Tata GroupORGANIZATION

0.99+

United AirlinesORGANIZATION

0.99+

two thingsQUANTITY

0.99+

14,000 stepsQUANTITY

0.99+

10 yearsQUANTITY

0.99+

SecondQUANTITY

0.99+

Krishna MohanPERSON

0.99+

50,000 peopleQUANTITY

0.99+

TuesdayDATE

0.99+

30 more secondsQUANTITY

0.99+

savannahPERSON

0.99+

46 different countriesQUANTITY

0.99+

todayDATE

0.99+

600,000 peopleQUANTITY

0.99+

second exampleQUANTITY

0.99+

99.9%QUANTITY

0.99+

TodayDATE

0.99+

Las Vegas, NevadaLOCATION

0.99+

ThirdQUANTITY

0.99+

pandemicEVENT

0.99+

over 600,000 employeesQUANTITY

0.99+

Avis'ORGANIZATION

0.99+

Avis Car RentalORGANIZATION

0.99+

second thingQUANTITY

0.99+

bothQUANTITY

0.99+

AvisORGANIZATION

0.98+

secondQUANTITY

0.98+

three XQUANTITY

0.98+

Shireesh Thota, SingleStore & Hemanth Manda, IBM | AWS re:Invent 2022


 

>>Good evening everyone and welcome back to Sparkly Sin City, Las Vegas, Nevada, where we are here with the cube covering AWS Reinvent for the 10th year in a row. John Furrier has been here for all 10. John, we are in our last session of day one. How does it compare? >>I just graduated high school 10 years ago. It's exciting to be, here's been a long time. We've gotten a lot older. My >>Got your brain is complex. You've been a lot in there. So fast. >>Graduated eight in high school. You know how it's No. All good. This is what's going on. This next segment, wrapping up day one, which is like the the kickoff. The Mondays great year. I mean Tuesdays coming tomorrow big days. The announcements are all around the kind of next gen and you're starting to see partnering and integration is a huge part of this next wave cuz API's at the cloud, next gen cloud's gonna be deep engineering integration and you're gonna start to see business relationships and business transformation scale a horizontally, not only across applications but companies. This has been going on for a while, covering it. This next segment is gonna be one of those things that we're gonna look at as something that's gonna happen more and more on >>Yeah, I think so. It's what we've been talking about all day. Without further ado, I would like to welcome our very exciting guest for this final segment, trust from single store. Thank you for being here. And we also have him on from IBM Data and ai. Y'all are partners. Been partners for about a year. I'm gonna go out on a limb only because their legacy and suspect that a few people, a few more people might know what IBM does versus what a single store does. So why don't you just give us a little bit of background so everybody knows what's going on. >>Yeah, so single store is a relational database. It's a foundational relational systems, but the thing that we do the best is what we call us realtime analytics. So we have these systems that are legacy, which which do operations or analytics. And if you wanted to bring them together, like most of the applications want to, it's really a big hassle. You have to build an ETL pipeline, you'd have to duplicate the data. It's really faulty systems all over the place and you won't get the insights really quickly. Single store is trying to solve that problem elegantly by having an architecture that brings both operational and analytics in one place. >>Brilliant. >>You guys had a big funding now expanding men. Sequel, single store databases, 46 billion again, databases. We've been saying this in the queue for 12 years have been great and recently not one database will rule the world. We know that. That's, everyone knows that databases, data code, cloud scale, this is the convergence now of all that coming together where data, this reinvent is the theme. Everyone will be talking about end to end data, new kinds of specialized services, faster performance, new kinds of application development. This is the big part of why you guys are working together. Explain the relationship, how you guys are partnering and engineering together. >>Yeah, absolutely. I think so ibm, right? I think we are mainly into hybrid cloud and ai and one of the things we are looking at is expanding our ecosystem, right? Because we have gaps and as opposed to building everything organically, we want to partner with the likes of single store, which have unique capabilities that complement what we have. Because at the end of the day, customers are looking for an end to end solution that's also business problems. And they are very good at real time data analytics and hit staff, right? Because we have transactional databases, analytical databases, data lakes, but head staff is a gap that we currently have. And by partnering with them we can essentially address the needs of our customers and also what we plan to do is try to integrate our products and solutions with that so that when we can deliver a solution to our customers, >>This is why I was saying earlier, I think this is a a tell sign of what's coming from a lot of use cases where people are partnering right now you got the clouds, a bunch of building blocks. If you put it together yourself, you can build a durable system, very stable if you want out of the box solution, you can get that pre-built, but you really can't optimize. It breaks, you gotta replace it. High level engineering systems together is a little bit different, not just buying something out of the box. You guys are working together. This is kind of an end to end dynamic that we're gonna hear a lot more about at reinvent from the CEO ofs. But you guys are doing it across companies, not just with aws. Can you guys share this new engineering business model use case? Do you agree with what I'm saying? Do you think that's No, exactly. Do you think John's crazy, crazy? I mean I all discourse, you got out of the box, engineer it yourself, but then now you're, when people do joint engineering project, right? They're different. Yeah, >>Yeah. No, I mean, you know, I think our partnership is a, is a testament to what you just said, right? When you think about how to achieve realtime insights, the data comes into the system and, and the customers and new applications want insights as soon as the data comes into the system. So what we have done is basically build an architecture that enables that we have our own storage and query engine indexing, et cetera. And so we've innovated in our indexing in our database engine, but we wanna go further than that. We wanna be able to exploit the innovation that's happening at ibm. A very good example is, for instance, we have a native connector with Cognos, their BI dashboards right? To reason data very natively. So we build a hyper efficient system that moves the data very efficiently. A very other good example is embedded ai. >>So IBM of course has built AI chip and they have basically advanced quite a bit into the embedded ai, custom ai. So what we have done is, is as a true marriage between the engineering teams here, we make sure that the data in single store can natively exploit that kind of goodness. So we have taken their libraries. So if you have have data in single store, like let's imagine if you have Twitter data, if you wanna do sentiment analysis, you don't have to move the data out model, drain the model outside, et cetera. We just have the pre-built embedded AI libraries already. So it's a, it's a pure engineering manage there that kind of opens up a lot more insights than just simple analytics and >>Cost by the way too. Moving data around >>Another big theme. Yeah. >>And latency and speed is everything about single store and you know, it couldn't have happened without this kind of a partnership. >>So you've been at IBM for almost two decades, don't look it, but at nearly 17 years in how has, and maybe it hasn't, so feel free to educate us. How has, how has IBM's approach to AI and ML evolved as well as looking to involve partnerships in the ecosystem as a, as a collaborative raise the water level together force? >>Yeah, absolutely. So I think when we initially started ai, right? I think we are, if you recollect Watson was the forefront of ai. We started the whole journey. I think our focus was more on end solutions, both horizontal and vertical. Watson Health, which is more vertically focused. We were also looking at Watson Assistant and Watson Discovery, which were more horizontally focused. I think it it, that whole strategy of the world period of time. Now we are trying to be more open. For example, this whole embedable AI that CICE was talking about. Yeah, it's essentially making the guts of our AI libraries, making them available for partners and ISVs to build their own applications and solutions. We've been using it historically within our own products the past few years, but now we are making it available. So that, how >>Big of a shift is that? Do, do you think we're seeing a more open and collaborative ecosystem in the space in general? >>Absolutely. Because I mean if you think about it, in my opinion, everybody is moving towards AI and that's the future. And you have two option. Either you build it on your own, which is gonna require significant amount of time, effort, investment, research, or you partner with the likes of ibm, which has been doing it for a while, right? And it has the ability to scale to the requirements of all the enterprises and partners. So you have that option and some companies are picking to do it on their own, but I believe that there's a huge amount of opportunity where people are looking to partner and source what's already available as opposed to investing from the scratch >>Classic buy versus build analysis for them to figure out, yeah, to get into the game >>And, and, and why reinvent the wheel when we're all trying to do things at, at not just scale but orders of magnitude faster and and more efficiently than we were before. It, it makes sense to share, but it's, it is, it does feel like a bit of a shift almost paradigm shift in, in the culture of competition versus how we're gonna creatively solve these problems. There's room for a lot of players here, I think. And yeah, it's, I don't >>Know, it's really, I wanted to ask if you don't mind me jumping in on that. So, okay, I get that people buy a bill I'm gonna use existing or build my own. The decision point on that is, to your point about the path of getting the path of AI is do I have the core competency skills, gap's a big issue. So, okay, the cube, if you had ai, we'd take it cuz we don't have any AI engineers around yet to build out on all the linguistic data we have. So we might use your ai but I might say this to then and we want to have a core competency. How do companies get that core competency going while using and partnering with, with ai? What you guys, what do you guys see as a way for them to get going? Because I think some people probably want to have core competency of >>Ai. Yeah, so I think, again, I think I, I wanna distinguish between a solution which requires core competency. You need expertise on the use case and you need expertise on your industry vertical and your customers versus the foundational components of ai, which are like, which are agnostic to the core competency, right? Because you take the foundational piece and then you further train it and define it for your specific use case. So we are not saying that we are experts in all the industry verticals. What we are good at is like foundational components, which is what we wanna provide. Got it. >>Yeah, that's the hard deep yes. Heavy lift. >>Yeah. And I can, I can give a color to that question from our perspective, right? When we think about what is our core competency, it's about databases, right? But there's a, some biotic relationship between data and ai, you know, they sort of like really move each other, right? You >>Need, they kind of can't have one without the other. You can, >>Right? And so the, the question is how do we make sure that we expand that, that that relationship where our customers can operationalize their AI applications closer to the data, not move the data somewhere else and do the modeling and then training somewhere else and dealing with multiple systems, et cetera. And this is where this kind of a cross engineering relationship helps. >>Awesome. Awesome. Great. And then I think companies are gonna want to have that baseline foundation and then start hiring in learning. It's like driving the car. You get the keys when you're ready to go. >>Yeah, >>Yeah. Think I'll give you a simple example, right? >>I want that turnkey lifestyle. We all do. Yeah, >>Yeah. Let me, let me just give you a quick analogy, right? For example, you can, you can basically make the engines and the car on your own or you can source the engine and you can make the car. So it's, it's basically an option that you can decide. The same thing with airplanes as well, right? Whether you wanna make the whole thing or whether you wanna source from someone who is already good at doing that piece, right? So that's, >>Or even create a new alloy for that matter. I mean you can take it all the way down in that analogy, >>Right? Is there a structural change and how companies are laying out their architecture in this modern era as we start to see this next let gen cloud emerge, teams, security teams becoming much more focused data teams. Its building into the DevOps into the developer pipeline, seeing that trend. What do you guys see in the modern data stack kind of evolution? Is there a data solutions architect coming? Do they exist yet? Is that what we're gonna see? Is it data as code automation? How do you guys see this landscape of the evolving persona? >>I mean if you look at the modern data stack as it is defined today, it is too detailed, it's too OSes and there are way too many layers, right? There are at least five different layers. You gotta have like a storage you replicate to do real time insights and then there's a query layer, visualization and then ai, right? So you have too many ETL pipelines in between, too many services, too many choke points, too many failures, >>Right? Etl, that's the dirty three letter word. >>Say no to ETL >>Adam Celeste, that's his quote, not mine. We hear that. >>Yeah. I mean there are different names to it. They don't call it etl, we call it replication, whatnot. But the point is hassle >>Data is getting more hassle. More >>Hassle. Yeah. The data is ultimately getting replicated in the modern data stack, right? And that's kind of one of our thesis at single store, which is that you'd have to converge not hyper specialize and conversation and convergence is possible in certain areas, right? When you think about operational analytics as two different aspects of the data pipeline, it is possible to bring them together. And we have done it, we have a lot of proof points to it, our customer stories speak to it and that is one area of convergence. We need to see more of it. The relationship with IBM is sort of another step of convergence wherein the, the final phases, the operation analytics is coming together and can we take analytics visualization with reports and dashboards and AI together. This is where Cognos and embedded AI comes into together, right? So we believe in single store, which is really conversions >>One single path. >>A shocking, a shocking tie >>Back there. So, so obviously, you know one of the things we love to joke about in the cube cuz we like to goof on the old enterprise is they solve complexity by adding more complexity. That's old. Old thinking. The new thinking is put it under the covers, abstract the way the complexities and make it easier. That's right. So how do you guys see that? Because this end to end story is not getting less complicated. It's actually, I believe increasing and complication complexity. However there's opportunities doing >>It >>More faster to put it under the covers or put it under the hood. What do you guys think about the how, how this new complexity gets managed or in this new data world we're gonna be coming in? >>Yeah, so I think you're absolutely right. It's the world is becoming more complex, technology is becoming more complex and I think there is a real need and it's not just from coming from us, it's also coming from the customers to simplify things. So our approach around AI is exactly that because we are essentially providing libraries, just like you have Python libraries, there are libraries now you have AI libraries that you can go infuse and embed deeply within applications and solutions. So it becomes integrated and simplistic for the customer point of view. From a user point of view, it's, it's very simple to consume, right? So that's what we are doing and I think single store is doing that with data, simplifying data and we are trying to do that with the rest of the portfolio, specifically ai. >>It's no wonder there's a lot of synergy between the two companies. John, do you think they're ready for the Instagram >>Challenge? Yes, they're ready. Uhoh >>Think they're ready. So we're doing a bit of a challenge. A little 32nd off the cuff. What's the most important takeaway? This could be your, think of it as your thought leadership sound bite from AWS >>2023 on Instagram reel. I'm scrolling. That's the Instagram, it's >>Your moment to stand out. Yeah, exactly. Stress. You look like you're ready to rock. Let's go for it. You've got that smile, I'm gonna let you go. Oh >>Goodness. You know, there is, there's this quote from astrophysics, space moves matter, a matter tells space how to curve. They have that kind of a relationship. I see the same between AI and data, right? They need to move together. And so AI is possible only with right data and, and data is meaningless without good insights through ai. They really have that kind of relationship and you would see a lot more of that happening in the future. The future of data and AI are combined and that's gonna happen. Accelerate a lot faster. >>Sures, well done. Wow. Thank you. I am very impressed. It's tough hacks to follow. You ready for it though? Let's go. Absolutely. >>Yeah. So just, just to add what is said, right, I think there's a quote from Rob Thomas, one of our leaders at ibm. There's no AI without ia. Essentially there's no AI without information architecture, which essentially data. But I wanna add one more thing. There's a lot of buzz around ai. I mean we are talking about simplicity here. AI in my opinion is three things and three things only. Either you use AI to predict future for forecasting, use AI to automate things. It could be simple, mundane task, it would be complex tasks depending on how exactly you want to use it. And third is to optimize. So predict, automate, optimize. Anything else is buzz. >>Okay. >>Brilliantly said. Honestly, I think you both probably hit the 32nd time mark that we gave you there. And the enthusiasm loved your hunger on that. You were born ready for that kind of pitch. I think they both nailed it for the, >>They nailed it. Nailed it. Well done. >>I I think that about sums it up for us. One last closing note and opportunity for you. You have a V 8.0 product coming out soon, December 13th if I'm not mistaken. You wanna give us a quick 15 second preview of that? >>Super excited about this. This is one of the, one of our major releases. So we are evolving the system on multiple dimensions on enterprise and governance and programmability. So there are certain features that some of our customers are aware of. We have made huge performance gains in our JSON access. We made it easy for people to consume, blossom on OnPrem and hybrid architectures. There are multiple other things that we're gonna put out on, on our site. So it's coming out on December 13th. It's, it's a major next phase of our >>System. And real quick, wasm is the web assembly moment. Correct. And the new >>About, we have pioneers in that we, we be wasm inside the engine. So you could run complex modules that are written in, could be C, could be rushed, could be Python. Instead of writing the the sequel and SQL as a store procedure, you could now run those modules inside. I >>Wanted to get that out there because at coupon we covered that >>Savannah Bay hot topic. Like, >>Like a blanket. We covered it like a blanket. >>Wow. >>On that glowing note, Dre, thank you so much for being here with us on the show. We hope to have both single store and IBM back on plenty more times in the future. Thank all of you for tuning in to our coverage here from Las Vegas in Nevada at AWS Reinvent 2022 with John Furrier. My name is Savannah Peterson. You're watching the Cube, the leader in high tech coverage. We'll see you tomorrow.

Published Date : Nov 29 2022

SUMMARY :

John, we are in our last session of day one. It's exciting to be, here's been a long time. So fast. The announcements are all around the kind of next gen So why don't you just give us a little bit of background so everybody knows what's going on. It's really faulty systems all over the place and you won't get the This is the big part of why you guys are working together. and ai and one of the things we are looking at is expanding our ecosystem, I mean I all discourse, you got out of the box, When you think about how to achieve realtime insights, the data comes into the system and, So if you have have data in single store, like let's imagine if you have Twitter data, if you wanna do sentiment analysis, Cost by the way too. Yeah. And latency and speed is everything about single store and you know, it couldn't have happened without this kind and maybe it hasn't, so feel free to educate us. I think we are, So you have that option and some in, in the culture of competition versus how we're gonna creatively solve these problems. So, okay, the cube, if you had ai, we'd take it cuz we don't have any AI engineers around yet You need expertise on the use case and you need expertise on your industry vertical and Yeah, that's the hard deep yes. you know, they sort of like really move each other, right? You can, And so the, the question is how do we make sure that we expand that, You get the keys when you're ready to I want that turnkey lifestyle. So it's, it's basically an option that you can decide. I mean you can take it all the way down in that analogy, What do you guys see in the modern data stack kind of evolution? I mean if you look at the modern data stack as it is defined today, it is too detailed, Etl, that's the dirty three letter word. We hear that. They don't call it etl, we call it replication, Data is getting more hassle. When you think about operational analytics So how do you guys see that? What do you guys think about the how, is exactly that because we are essentially providing libraries, just like you have Python libraries, John, do you think they're ready for the Instagram Yes, they're ready. A little 32nd off the cuff. That's the Instagram, You've got that smile, I'm gonna let you go. and you would see a lot more of that happening in the future. I am very impressed. I mean we are talking about simplicity Honestly, I think you both probably hit the 32nd time mark that we gave you there. They nailed it. I I think that about sums it up for us. So we are evolving And the new So you could run complex modules that are written in, could be C, We covered it like a blanket. On that glowing note, Dre, thank you so much for being here with us on the show.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
JohnPERSON

0.99+

IBMORGANIZATION

0.99+

Savannah PetersonPERSON

0.99+

December 13thDATE

0.99+

Shireesh ThotaPERSON

0.99+

Las VegasLOCATION

0.99+

Adam CelestePERSON

0.99+

Rob ThomasPERSON

0.99+

46 billionQUANTITY

0.99+

12 yearsQUANTITY

0.99+

John FurrierPERSON

0.99+

three thingsQUANTITY

0.99+

15 secondQUANTITY

0.99+

TwitterORGANIZATION

0.99+

PythonTITLE

0.99+

10th yearQUANTITY

0.99+

two companiesQUANTITY

0.99+

thirdQUANTITY

0.99+

32nd timeQUANTITY

0.99+

bothQUANTITY

0.99+

tomorrowDATE

0.99+

32ndQUANTITY

0.99+

single storeQUANTITY

0.99+

TuesdaysDATE

0.99+

AWSORGANIZATION

0.99+

oneQUANTITY

0.98+

10 years agoDATE

0.98+

SingleStoreORGANIZATION

0.98+

Single storeQUANTITY

0.98+

Hemanth MandaPERSON

0.98+

DrePERSON

0.97+

eightQUANTITY

0.96+

two optionQUANTITY

0.96+

day oneQUANTITY

0.96+

one more thingQUANTITY

0.96+

one databaseQUANTITY

0.95+

two different aspectsQUANTITY

0.95+

MondaysDATE

0.95+

InstagramORGANIZATION

0.95+

IBM DataORGANIZATION

0.94+

10QUANTITY

0.94+

about a yearQUANTITY

0.94+

CICEORGANIZATION

0.93+

three letterQUANTITY

0.93+

todayDATE

0.93+

one placeQUANTITY

0.93+

WatsonTITLE

0.93+

One lastQUANTITY

0.92+

CognosORGANIZATION

0.91+

Watson AssistantTITLE

0.91+

nearly 17 yearsQUANTITY

0.9+

Watson HealthTITLE

0.89+

Las Vegas, NevadaLOCATION

0.89+

awsORGANIZATION

0.86+

one areaQUANTITY

0.86+

SQLTITLE

0.86+

One single pathQUANTITY

0.85+

two decadesQUANTITY

0.8+

five different layersQUANTITY

0.8+

Invent 2022EVENT

0.77+

JSONTITLE

0.77+

Ken Exner, Chief Product Officer, Elastic | AWS re:Invent 2022


 

(upbeat music) >> Hello friends and welcome back to theCUBE's Live coverage of AWS re:Invent 2022 from the Venetian Expo in Vegas, baby. This show is absolutely packed. Lisa Martin with Dave Vellante, Dave this is day two, but really full day one of our wall to wall coverage on theCUBE. We've had great conversations the last half day this morning already, we've been talking with a lot of companies, a lot of Amazonians and some Amazonians that have left and gone on to interesting more things, which is what we're going to talk about next. >> Well, I'm excited about this segment because it's a really interesting space. You've got a search company who's gotten into observability and security and through our ETR partner our research, we do quarterly research and Elastic off the charts. Obviously they're the public company, so you can see how well they're doing. But the spending momentum on this platform is very, very strong and it has been consistently for quite some time. So really excited to learn more. >> The voice of the customer speaking loudly, from Elastic, its Chief Product Officer joins us, Ken Exner. Ken, welcome to the program. Hi, thank you, good to be here. >> Dave Vellante: Hey Ken. >> So a lot of us know about Elastic from Elastic Search but it's so much more than that these days. Talk about Elastic, what's going on now? What's the current product strategy? What's your vision? >> Yeah. So people know Elastic from the ELK Stack, you know Elastic Search, Logstash, Kibana. Very, very popular open source projects. They've been used by millions of developers for years and years. But one of the things that we started noticing over the years is that people were using it for all kinds of different use cases beyond just traditional search. So people started using Elastic Search to search through operational data, search through logs, search through all kinds of other types of data just to find different answers. And what we started realizing is the customers were taking us into different spaces. They took us into log analytics they started building log management solutions. And we said, cool, we can actually help these customers by providing solutions that already do this for them. So it took us into observability, they took us into security, and we started building solutions for security and observability based on what customers were starting to do with the platform. So customers can still use the platform for any number of different use cases for how do you get answers added data or they can use our pre-built packaged solutions for observability and security. >> So you were a longtime Amazonian. >> I was. I was. >> Talk a little bit about some of the things that you did there and what attracted you to Elastic? 'Cause it's only been a couple months, right? >> I've been here three months, I think three months as of yesterday. And I was at AWS for 16 years. So I was there a long, long time. I was there pretty much from the beginning. I was hired as one of the first product managers in AWS. Adam Selipsky hired me. And it was a great run. I had a ton of fun, I learned a lot. But you know, after 16 years I was kind of itching to do something new and it was going to take something special because I had a great gig and enjoyed the team at AWS. But I saw in Elastic sort of a great foundational technology they had a lot of momentum, a huge community behind it. I saw the business opportunity where they were going. I saw, you know the business opportunity of observability and security. These are massive industries with tons of business problems. Customers are excited about trying to get more answers out of data about their operational environment. And I saw, you know, that customers were struggling with their operating environments and things were becoming increasingly complicated. We used to talk in AWS about, you know how customers want to move from monolithic applications to monoliths, but one of the secrets was that things were increasingly complicated. Suddenly people had all these different microservices they had all these different managed services and their operating environment got complicated became this constellation of different systems, all emitting data. So companies like Elastic were helping people find answers in that data, find the problems with their systems so helping tame that complexity. So I saw that opportunity and I said I want to jump on that. Great foundational technology, good community and building solutions that actually helped solve real problems. >> Right. >> So, before you joined you probably looked back, and said, let think about the market, what's happening in the market space. What were the big trends that you saw that sort of informed your decision? >> Well, just sort of the mountain of data that was sort of emerging. Adam Selipsky in his talk this morning began by talking about how data is just multiplying constant. And I saw this, I saw how much data businesses were drowning in. Operational data, security data. You know, if you're trying to secure your business you have all these different endpoints you have all these different devices, you have different systems that you need to monitor all tons of data. And companies like Elastic were helping companies sort of manage that complexity, helping them find answers in that. So, when you're trying to track intruders or trying to track you know, malicious activity, there's a ton of different systems you need to pay attention to. And you know, there's a bunch of data. It's different devices, laptops and phone devices and stuff that you need to pay attention to. And you find correlations across that to figure out what is going on in your network, what is going on in your business. And that was exciting to me. This is a company sort of tackling one of the hardest problems which is helping you understand your operating environment, helping you understand and secure your business. >> So everybody's getting into observability. >> Yep. >> Right, it's a very crowded space right now. First of all, you know it's like overnight it just became the hottest thing going. VCs were throwing money at it. Why was that and how were you guys different? >> Well, we began by focusing on log analytics because that was the core of what we were doing. But customers started using it beyond log analytics and started using it for APM and started using it for performance data. And what we realized is that we could do all this for customers. So we ended up, sort of overnight over the course of three years building that a complete observe observability suite. So you can do APM, you can do profiling, you can do tracing, sort of distributed tracing, you can do synthetic monitoring everything you want to do, wheel user wondering. >> Metrics? >> All of it, metrics, all of it. And you can use the same system for this. So this was sort of a powerful concept, not only is it the best in leading log system, it also provides everything you need for complete observability. And because it's based on this open platform you can extend it to a number of different scenarios. So this is important, a lot of the different observability companies provide you something that's sort of packaged and as long as you're trying to do what it wants to support, it's great. But with Elastic, you have this flexible data architecture that you can use for anything. So companies use it to monitor assembly lines, they use it to monitor dish networks, for example use it to not only manage their fleet of servers they also use it to manage all their devices. So 25 million desktop devices. So, you know, observability systems like that that can do a number of different scenarios, I think that's a powerful thing. It's not just about how do you manage your servers how do you manage the things that are simple. It's how do you manage anything? How do you get observability into anything. >> Multiple use cases. >> Sorry, when you say complete, okay you talked about all the different APM, log analytics tracing, metrics, and also end-to-end. >> Ken Exner: End-to-end, yeah. >> Could you talk about that component of complete? >> So, if you're trying to find an issue like you have some metric that goes into alarm. You want to have a metric system that has alarming. Once that metric goes in alarm you're going to want to dig into your log. So you're going to want it to take you to the area of your logs that has that issue. Once you gets to there, you're going to want to find the trace ID that takes you to your traces and looks at sort of profiling, distributed tracing information. So a system that can do all of that end-to-end is a powerful solution. So it not only helps you track things end-to-end across the different signals that you're monitoring, but it actually helps you remediate more quickly. And the other thing that Elastic does that is unique is a lot of ML in this. So not only helping you find the information but surfacing things before you even know of them. So anomaly detection for example, helps you know about something before you even realize that there was an issue. So you should pay attention to this because it's anomalous. So a lot of systems help you find something if you know what to look for. But we're trying to help you not only find the things that you know to look for, but help you find the things that you didn't even think to know about. >> And it's fair to say one of your differentiators is you're open, open source. I mean, maybe talk about the ELK stack a little bit and how that plays. >> Yeah, well, so the great thing about this is we've extended that openness to both security and to observability. An example of this on the security side is all the detection rules that you use for looking for intrusion all the detection rules are open source and there's an entire community around this. So if you wanted to create a detection rule you can publish an open source, there's a bunch in GitHub you can benefit from what the community is doing as well. So in the world of security you want to be supported by the entire community, everyone looking for the same kind of issues. And there's an entire community around Elastic that is helping support these detection rules. So that approach, you know wanting to focus on community is differentiating for us. Not just, we got you covered as long you use things from us you can use it from the entire community. >> Well there implies the name Elastic. >> Yeah >> Talk a little bit about the influence that the customer has in the product roadmap and the direction. You've talked a little bit in the beginning about customers were leading us in different directions. It sounds very Amazonian in terms of following the customers where they go. >> It does, it actually does, it was one of the things that resonated for me personally is the journey that Elastic took to observability and security was customer led. So, we started looking at what customers were doing and realized that they were taking us into log analytics they were taking us into APM, they were taking us into these different solutions, and yeah, it is an Amazonian thing, so it resonated for me personally. And they're going to continue taking us in new places. Like we love seeing all the novel things that customers do with the platform and it's sort of one of the hallmarks of a great platform is you can have all kinds of novel things that, novel use cases for how people use your platform and we'll continue to see things and we may get taken into other solutions as well as we start seeing things emerge, like common patterns. But for now we're really excited about security and observability. >> So what do you see, so security's a big space, right? >> Yep. >> You see the optiv taxonomy and it makes your eyes bleed 'cause there's so many tools in there. Where do you fit in that taxonomy? How do you see and think about the security space and the opportunity for your customers? >> Yeah, so we began with logs in the security space as well. So SIEM, which is intrusion detection is based on aggregating a bunch of logs and helping you do threat hunting on those logs. So looking for patterns of malicious behavior or intrusion. So we started there and we did both detections as well as just ad hoc threat hunting. But then we started expanding into endpoint protection. So if we were going to have agents on all these different devices they were gathering logs, what if we also started providing remediation. So if you had malicious activity that was happening on one of the servers, don't just grab the information quarantine it, isolate it. So that took us into sort of endpoint protection or XDR. And then beyond that, we recently got into cloud security as well. So similar to observability, we started with logs but expanded to a full suite so that you can do everything. You can have both endpoint protection, you can have cloud security, all of it from one solution. >> Security is a very crowded market as well. What's your superpower? >> Ken Exner: What's our super power? >> Yeah. >> I think it, a lot of it is just the openness. It's the open platform, there's the community around it. People know and love the, the Elastic Search ELK stack and use it, we go into businesses all the time and they're familiar, their security engineers are using our product for searching through logs. So they're familiar with the product already and the community behind it. So they were excited about being able to use detection rules from other businesses and stay on top of that and be part of that community. The transparency of that is important to the customers. So if you're trying to be the most secure place, the most secure business, you want to basically invest in a community that's going to support that and not be alone in that. >> Right, absolutely, so much that rides on that. Favorite customer example that you think really articulates the value of Elastic, its openness, its transparency. >> Well, there's a customer Dish Media Dish Networks that's going to present here at re:Invent tomorrow at 1:45 at Mandalay Bay. I'm excited about their example because they use it to manage, I think it's 10 billion records a day across 25 million devices. So it illustrates the scale that we can support for managing observability for a company but also just sort of the unique use cases. We can use this for set top boxes for all their customers and they can track the performance that those customers are having. It's a unique case that a lot of vendors couldn't support but we can support because of the openness of the platform, the open data architecture that we have. So I think it illustrates the scale that we support, the elasticity, but also the openness of the data platform. >> Awesome and folks can catch that tomorrow, 1:45 PM at the Mandalay Bay. Last question for you, Ken, is you have a bumper sticker. >> Ken Exner: A bumper sticker? >> A bumper sticker you're going to put it on your fancy sexy new car and it's about elastic, what does it say? >> Helping you get answers out of data. So yeah. >> Love it, love it. Brilliant. >> Ken Exner: Thank you. >> Short and sweet. Ken, it's been a pleasure. >> It's been a pleasure being here, thank you. >> Thank you so much for sharing your journey with us as an Amazonian now into Elastic what Elastic is doing from a product perspective. We will keep our eyes peeled as Dave was saying. >> Ken Exner: Fantastic. >> The data show is really strong spending momentum so well done. >> Thank you very much, good to meet you. >> Our pleasure. For our guest and Dave Vellante, I'm Lisa Martin. You're watching theCUBE, the leader in live enterprise and emerging tech coverage. (upbeat music)

Published Date : Nov 29 2022

SUMMARY :

and some Amazonians that have left so you can see how well they're doing. from Elastic, its Chief So a lot of us know about the ELK Stack, you know I was. And I saw, you know, that What were the big trends that you saw and stuff that you need So everybody's getting First of all, you know So you can do APM, you can do profiling, architecture that you you talked about all the the trace ID that takes you to your traces and how that plays. So that approach, you know that the customer has and it's sort of one of the hallmarks and the opportunity for your customers? so that you can do everything. What's your superpower? and the community behind it. that you think really So it illustrates the you have a bumper sticker. Helping you get answers out of data. Love it, love it. Short and sweet. It's been a pleasure Thank you so much so well done. in live enterprise and

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Dave VellantePERSON

0.99+

Adam SelipskyPERSON

0.99+

Dave VellantePERSON

0.99+

DavePERSON

0.99+

Lisa MartinPERSON

0.99+

Ken ExnerPERSON

0.99+

KenPERSON

0.99+

16 yearsQUANTITY

0.99+

three monthsQUANTITY

0.99+

AWSORGANIZATION

0.99+

Mandalay BayLOCATION

0.99+

Elastic SearchTITLE

0.99+

three yearsQUANTITY

0.99+

bothQUANTITY

0.99+

Venetian ExpoEVENT

0.99+

VegasLOCATION

0.98+

one solutionQUANTITY

0.98+

oneQUANTITY

0.98+

25 million devicesQUANTITY

0.97+

yesterdayDATE

0.97+

ElasticTITLE

0.96+

tomorrow at 1:45DATE

0.96+

tomorrow, 1:45 PMDATE

0.96+

FirstQUANTITY

0.95+

25 million desktopQUANTITY

0.94+

APMTITLE

0.91+

ElasticORGANIZATION

0.91+

10 billion records a dayQUANTITY

0.88+

day oneQUANTITY

0.88+

theCUBEORGANIZATION

0.87+

ELK StackORGANIZATION

0.87+

this morningDATE

0.86+

day twoQUANTITY

0.85+

last half dayDATE

0.84+

GitHubORGANIZATION

0.83+

couple monthsQUANTITY

0.82+

InventEVENT

0.82+

AmazonianORGANIZATION

0.79+

AWS re:Invent 2022EVENT

0.78+

first product managersQUANTITY

0.77+

millions of developersQUANTITY

0.76+

tons of dataQUANTITY

0.76+

Elastic Search ELKTITLE

0.74+

LogstashORGANIZATION

0.67+

yearsQUANTITY

0.67+

KibanaORGANIZATION

0.67+

reEVENT

0.55+

ELKORGANIZATION

0.51+

Lisa-Marie Namphy, Cockroach Labs & Jake Moshenko, Authzed | KubeCon + CloudNativeCon NA 2022


 

>>Good evening, brilliant humans. My name is Savannah Peterson and very delighted to be streaming to you. Live from the Cube Studios here in Motor City, Michigan. I've got John Furrier on my left. John, this is our last interview of the day. Energy just seems to keep oozing. How >>You doing? Take two, Three days of coverage, the queue love segments. This one's great cuz we have a practitioner who's implementing all the hard core talks to be awesome. Can't wait to get into it. >>Yeah, I'm very excited for this one. If it's not very clear, we are a community focused community is a huge theme here at the show at Cape Con. And our next guests are actually a provider and a customer. Turning it over to you. Lisa and Jake, welcome to the show. >>Thank you so much for having us. >>It's great to be here. It is our pleasure. Lisa, you're with Cockroach. Just in case the audience isn't familiar, give us a quick little sound bite. >>We're a distributed sequel database. Highly scalable, reliable. The database you can't kill, right? We will survive the apocalypse. So very resilient. Our customers, mostly retail, FinTech game meet online gambling. They, they, they need that resiliency, they need that scalability. So the indestructible database is the elevator pitch >>And the success has been very well documented. Valuation obviously is a scorp guard, but huge customers. We were at the Escape 19. Just for the record, the first ever multi-cloud conference hasn't come back baby. Love it. It'll come back soon. >>Yeah, well we did a similar version of it just a month ago and I was, that was before Cockroach. I was a different company there talking a lot about multi-cloud. So, but I'm, I've been a car a couple of years now and I run community, I run developer relations. I'm still also a CNCF ambassador, so I lead community as well. I still run a really large user group in the San Francisco Bay area. So we've just >>Been in >>Community, take through the use case. Jake's story set us up. >>Well I would like Jake to take him through the use case and Cockroach is a part of it, but what they've built is amazing. And also Jake's history is amazing. So you can start Jake, >>Wherever you take >>Your Yeah, sure. I'm Jake, I'm CEO and co-founder of Offset. Oted is the commercial entity behind Spice Dvy and Spice Dvy is a permission service. Cool. So a permission service is something that lets developers and let's platform teams really unlock the full potential of their applications. So a lot of people get stuck on My R back isn't flexible enough. How do I do these fine grain things? How do I do these complex sharing workflows that my product manager thinks is so important? And so our service enables those platform teams and developers to do those kinds of things. >>What's your, what's your infrastructure? What's your setup look like? What, how are you guys looking like on the back end? >>Sure. Yeah. So we're obviously built on top of Kubernetes as well. One of the reasons that we're here. So we use Kubernetes, we use Kubernetes operators to orchestrate everything. And then we use, use Cockroach TV as our production data store, our production backend data store. >>So I'm curious, cause I love when these little matchmakers come together. You said you've now been presenting on a little bit of a road show, which is very exciting. Lisa, how are you and the team surfacing stories like Jakes, >>Well, I mean any, any place we can obviously all the social medias, all the blogs, How >>Are you finding it though? >>How, how did you Oh, like from our customers? Yeah, we have an open source version so people start to use us a long time before we even sometimes know about them. And then they'll come to us and they'll be like, I love Cockroach, and like, tell me about it. Like, tell me what you build and if it's interesting, you know, we'll we'll try to give it some light. And it's always interesting to me what people do with it because it's an interesting technology. I like what they've done with it. I mean the, the fact that it's globally distributed, right? That was like a really important thing to you. Totally. >>Yeah. We're also long term fans of Cockroach, so we actually all work together out of Workbench, which was a co-working space and investor in New York City. So yeah, we go way back. We knew the founders. I, I'm constantly saying like if I could have invested early in cockroach, that would've been the easiest check I could have ever signed. >>Yeah, that's awesome. And then we've been following that too and you guys are now using them, but folks that are out there looking to have the, the same challenges, what are the big challenges on selecting the database? I mean, as you know, the history of Cockroach and you're originating the story, folks out there might not know and they're also gonna choose a database. What's the, what's the big challenge that they can solve that that kind of comes together? What, what would you describe that? >>Sure. So we're, as I said, we're a permission service and per the data that you store in a permission service is incredibly sensitive. You need it to be around, right? You need it to be available. If the permission service goes down, almost everything else goes down because it's all calling into the permission service. Is this user allowed to do this? Are they allowed to do that? And if we can't answer those questions, then our customer is down, right? So when we're looking at a database, we're looking for reliability, we're looking for durability, disaster recovery, and then permission services are one of the only services that you usually don't shard geographically. So if you look at like AWS's iam, that's a global service, even though the individual things that they run are actually sharded by region. So we also needed a globally distributed database with all of those other properties. So that's what led us >>To, this is a huge topic. So man, we've been talking about all week the cloud is essentially distributed database at this point and it's distributed system. So distributed database is a hot topic, totally not really well reported. A lot of people talking about it, but how would you describe this distributed trend that's going on? What are the key reasons that they're driving it? What's making this more important than ever in your mind, in your opinion? >>I mean, for our use case, it was just a hard requirement, right? We had to be able to have this global service. But I think just for general use cases, a distributed database, distributed database has that like shared nothing architecture that allows you to kind of keep it running and horizontally scale it. And as your requirements and as your applications needs change, you can just keep adding on capacity and keep adding on reliability and availability. >>I'd love to get both of your opinion. You've been talking about the, the, the, the phases of customers, the advanced got Kubernetes going crazy distributed, super alpha geek. Then you got the, the people who are building now, then you got the lagers who are coming online. Where do you guys see the market now in terms of, I know the Alphas are all building all the great stuff and you guys had great success with all the top logos and they're all doing hardcore stuff. As the mainstream enterprise comes in, where's their psychology, what's on their mind? What's, you share any insight into your perspective on that? Because we're seeing a lot more of it folks becoming like real cloud players. >>Yeah, I feel like in mainstream enterprise hasn't been lagging as much as people think. You know, certainly there's been pockets in big enterprises that have been looking at this and as distributed sequel, it gives you that scalability that it's absolutely essential for big enterprises. But also it gives you the, the multi-region, you know, the, you have to be globally distributed. And for us, for enterprises, you know, you need your data near where the users are. I know this is hugely important to you as well. So you have to be able to have a multi-region functionality and that's one thing that distributed SQL lets you build and that what we built into our product. And I know that's one of the things you like too. >>Yeah, well we're a brand new product. I mean we only founded the company two years ago, but we're actually getting inbound interest from big enterprises because we solve the kinds of challenges that they have and whether, I mean, most of them already do have a cockroach footprint, but whether they did or didn't, once they need to bring in our product, they're going to be adopting cockroach transitively anyway. >>So, So you're built on top of Cockroach, right? And Spice dv, is that open source or? >>It >>Is, yep. Okay. And explain the role of open source and your business model. Can you take a minute to talk about the relevance of that? >>Yeah, open source is key. My background is, before this I was at Red Hat. Before that we were at CoreOS, so CoreOS acquisition and before that, >>One of the best acquisitions that ever happened for the value. That was a great, great team. Yeah, >>We, we, we had fun and before that we built Qua. So my co-founders and I, we built Quay, which is a, a first private docker registry. So CoreOS and, and all of those things are all open source or deeply open source. So it's just in our dna. We also see it as part of our go-to market motion. So if you are a database, a lot of people won't even consider what you're doing without being open source. Cuz they say, I don't want to take a, I don't want to, I don't want to end up in an Oracle situation >>Again. Yeah, Oracle meaning they go, you get you locked in, get you in a headlock, Increase prices. >>Yeah. Oh yeah, >>Can, can >>I got triggered. >>You need to talk about your PTSD there >>Or what. >>I mean we have 20,000 stars on GitHub because we've been open and transparent from the beginning. >>Yeah. And it >>Well, and both of your projects were started based on Google Papers, >>Right? >>That is true. Yep. And that's actually, so we're based off of the Google Zans of our paper. And as you know, Cockroach is based off of the Google Span paper and in the the Zanzibar paper, they have this globally distributed database that they're built on top of. And so when I said we're gonna go and we're gonna make a company around the Zabar paper, people would go, Well, what are you gonna do for Span? And I was like, Easy cockroach, they've got us covered. >>Yeah, I know the guys and my friends. Yeah. So the question is why didn't you get into the first round of Cockroach? She said don't answer that. >>The question he did answer though was one of those age old arguments in our community about pronunciation. We used to argue about Quay, I always called it Key of course. And the co-founder obviously knows how it's pronounced, you know, it's the et cd argument, it's the co cuddl versus the control versus coo, CTL Quay from the co-founder. That is end of argument. You heard it here first >>And we're keeping it going with Osted. So awesome. A lot of people will say Zeed or, you know, so we, we just like to have a little ambiguity >>In the, you gotta have some semantic arguments, arm wrestling here. I mean, it keeps, it keeps everyone entertained, especially on the over the weekend. What's, what's next? You got obviously Kubernetes in there. Can you explain the relationship between Kubernetes, how you're handling Spice dv? What, what does the Kubernetes piece fit in and where, where is that going to be going? >>Yeah, great question. Our flagship product right now is a dedicated, and in a dedicated, what we're doing is we're spinning up a single tenant Kubernetes cluster. We're installing all of our operator suite, and then we're installing the application and running it in a single tenant fashion for our customers in the same region, in the same data center where they're running their applications to minimize latency. Because of this, as an authorization service, latency gets passed on directly to the end user. So everybody's trying to squeeze the latency down as far as they can. And our strategy is to just run these single tenant stacks for people with the minimal latency that we can and give them a VPC dedicated link very similar to what Cockroach does in their dedicated >>Product. And the distributed architecture makes that possible because it's lighter way, it's not as heavy. Is that one of the reasons? >>Yep. And Kubernetes really gives us sort of like a, a level playing field where we can say, we're going going to take the provider, the cloud providers Kubernetes offering, normalize it, lay down our operators, and then use that as the base for delivering >>Our application. You know, Jake, you made me think of something I wanted to bring up with other guests, but now since you're here, you're an expert, I wanna bring that up, but talk about Super Cloud. We, we coined that term, but it's kind of multi-cloud, is that having workloads on multiple clouds is hard. I mean there are, they are, there are workloads on, on clouds, but the complexity of one clouds, let's take aws, they got availability zones, they got regions, you got now data issues in each one being global, not that easy on one cloud, nevermind all clouds. Can you share your thoughts on how you see that progression? Because when you start getting, as its distributed database, a lot of good things might come up that could fit into solving the complexity of global workloads. Could you share your thoughts on or scoping that problem space of, of geography? Yeah, because you mentioned latency, like that's huge. What are some of the other challenges that other people have with mobile? >>Yeah, absolutely. When you have a service like ours where the data is small, but very critical, you can get a vendor like Cockroach to step in and to fill that gap and to give you that globally distributed database that you can call into and retrieve the data. I think the trickier issues come up when you have larger data, you have huge binary blobs. So back when we were doing Quay, we wanted to be a global service as well, but we had, you know, terabytes, petabytes of data that we were like, how do we get this replicated everywhere and not go broke? Yeah. So I think those are kind of the interesting issues moving forward is what do you do with like those huge data lakes, the huge amount of data, but for the, the smaller bits, like the things that we can keep in a relational database. Yeah, we're, we're happy that that's quickly becoming a solved >>Problem. And by the way, that that data problem also is compounded when the architecture goes to the edge. >>Totally. >>I mean this is a big issue. >>Exactly. Yeah. Edge is something that we're thinking a lot about too. Yeah, we're lucky that right now the applications that are consuming us are in a data center already. But as they start to move to the edge, we're going to have to move to the edge with them. And it's a story that we're gonna have to figure out. >>All right, so you're a customer cockroach, what's the testimonial if I put you on the spot, say, hey, what's it like working with these guys? You know, what, what's the, what's the, you know, the founders, so you know, you give a good description, little biased, but we'll, we'll we'll hold you on it. >>Yeah. Working with Cockroach has been great. We've had a couple things that we've run into along the way and we've gotten great support from our account managers. They've brought in the right technical expertise when we need it. Cuz what we're doing with Cockroach is not you, you couldn't do it on Postgres, right? So it's not just a simple rip and replace for us, we're using all of the features of Cockroach, right? We're doing as of system time queries, we're doing global replication. We're, you know, we're, we're consuming it all. And so we do need help from them sometimes and they've been great. Yeah. >>And that's natural as they grow their service. I mean the world's changing. >>Well I think one of the important points that you mentioned with multi-cloud, we want you to have the choice. You know, you can run it in in clouds, you can run it hybrid, you can run it OnPrem, you can do whatever you want and it's just, it's one application that you can run in these different data centers. And so really it's up to you how do you want to build your infrastructure? >>And one of the things we've been talking about, the super cloud concept that we've been issue getting a lot of contrary, but, but people are leaning into it is that it's the refactoring and taking advantage of the services. Like what you mentioned about cockroach. People are doing that now on cloud going the lift and shift market kind of had it time now it's like hey, I can start taking advantage of these higher level services or capability of someone else's stack and refactoring it. So I think that's a dynamic that I'm seeing a lot more of. And it sounds like it's working out great in this situation. >>I just came from a talk and I asked them, you know, what don't you wanna put in the cloud and what don't you wanna run in Kubernetes or on containers and good Yeah. And the customers that I was on stage with, one of the guys made a joke and he said I would put my dog in a container room. I could, he was like in the category, which is his right, which he is in the category of like, I'll put everything in containers and these are, you know, including like mis critical apps, heritage apps, since they don't wanna see legacy anymore. Heritage apps, these are huge enterprises and they wanna put everything in the cloud. Everything >>You so want your dog that gets stuck on the airplane when it's on the tarmac. >>Oh >>God, that's, she was the, don't take that analogy. Literally don't think about that. Well that's, >>That's let's not containerize. >>There's always supply chain concern. >>It. So I mean going macro and especially given where we are cncf, it's all about open source. Do y'all think that open source builds a better future? >>Yeah and a better past. I mean this is, so much of this software is founded on open source. I, we wouldn't be here really. I've been in open source community for many, many years so I wouldn't say I'm biased. I would say this is how we build software. I came from like in a high school we're all like, oh let's build a really cool application. Oh you know what? I built this cuz I needed it, but maybe somebody else needs it too. And you put it out there and that is the ethos of Silicon Valley, right? That's where we grew up. So I've always had that mindset, you know, and social coding and why I have three people, right? Working on the same thing when one person you could share it's so inefficient. All of that. Yeah. So I think it's great that people work on what they're really good at. You know, we all, now you need some standardization, you need some kind of control around this whole thing. Sometimes some foundations to, you know, herd the cats. Yeah. But it's, it's great. Which is why I'm a c CF ambassador and I spend a lot of time, you know, in my free time talking about open source. Yeah, yeah. >>It's clear how passionate you are about it. Jake, >>This is my second company that we founded now and I don't think either of them could have existed without the base of open source, right? Like when you look at I have this cool idea for an app or a company and I want to go try it out, the last thing I want to do is go and negotiate with a vendor to get like the core data component. Yeah. To even be able to get to the >>Prototypes. NK too, by the way. Yeah. >>Hey >>Nk >>Or hire, you know, a bunch of PhDs to go and build that core component for me. So yeah, I mean nobody can argue that >>It truly is, I gotta say a best time if you're a developer right now, it's awesome to be a developer right now. It's only gonna get better. As we were riff from the last session about productivity, we believe that if you follow the digital transformation to its conclusion, developers and it aren't a department serving the business, they are the business. And that means they're running the show, which means that now their entire workflow is gonna change. It's gonna be have to be leveraging services partnering. So yeah, open source just fills that. So the more code coming up, it's just no doubt in our mind that that's go, that's happening and will accelerate. So yeah, >>You know, no one company is gonna be able to compete with a community. 50,000 users contributing versus you riding it yourself in your garage with >>Your dogs. Well it's people driven too. It's humans not container. It's humans working together. And here you'll see, I won't say horse training, that's a bad term, but like as projects start to get traction, hey, why don't we come together as, as the world starts to settle and the projects have traction, you start to see visibility into use cases, functionality. Some projects might not be, they have to kind of see more kind >>Of, not every feature is gonna be development. Oh. So I mean, you know, this is why you connect with truly brilliant people who can architect and distribute sequel database. Like who thought of that? It's amazing. It's as, as our friend >>You say, Well let me ask you a question before we wrap up, both by time, what is the secret of Kubernetes success? What made Kubernetes specifically successful? Was it timing? Was it the, the unambitious nature of it, the unification of it? Was it, what was the reason why is Kubernetes successful, right? And why nothing else? >>Well, you know what I'm gonna say? So I'm gonna let Dave >>First don't Jake, you go first. >>Oh boy. If we look at what was happening when Kubernetes first came out, it was, Mesosphere was kind of like the, the big player in the space. I think Kubernetes really, it had the backing from the right companies. It had the, you know, it had the credibility, it was sort of loosely based on Borg, but with the story of like, we've fixed everything that was broken in Borg. Yeah. And it's better now. Yeah. So I think it was just kind and, and obviously people were looking for a solution to this problem as they were going through their containerization journey. And I, yeah, I think it was just right >>Place, the timing consensus of hey, if we just let this happen, something good might come together for everybody. That's the way I felt. I >>Think it was right place, right time, right solution. And then it just kind of exploded when we were at Cores. Alex Povi, our ceo, he heard about Kubernetes and he was like, you know, we, we had a thing called Fleet D or we had a tool called Fleet. And he's like, Nope, we're all in on Kubernetes now. And that was an amazing Yeah, >>I remember that interview. >>I, amazing decision. >>Yeah, >>It's clear we can feel the shift. It's something that's come up a lot this week is is the commitment. Everybody's all in. People are ready for their transformation and Kubernetes is definitely gonna be the orchestrator that we're >>Leveraging. Yeah. And it's an amazing community. But it was, we got lucky that the, the foundational technology, I mean, you know, coming out of Google based on Go conferences, based on Go, it's no to coincidence that this sort of nature of, you know, pods horizontally, scalable, it's all fits together. I does make sense. Yeah. I mean, no offense to Python and some of the other technologies that were built in other languages, but Go is an awesome language. It's so, so innovative. Innovative things you could do with it. >>Awesome. Oh definitely. Jake, I'm very curious since we learned on the way and you are a Detroit native? >>I am. Yep. I grew up in the in Warren, which is just a suburb right outside of Detroit. >>So what does it mean to you as a Michigan born bloke to be here, see your entire community invade? >>It is, I grew up coming to the Detroit Auto Show in this very room >>That brought me to Detroit the first time. Love n a I a s. Been there with our friends at Ford just behind us. >>And it's just so interesting to me to see the accumulation, the accumulation of tech coming to Detroit cuz it's really not something that historically has been a huge presence. And I just love it. I love to see the activity out on the streets. I love to see all the restaurants and coffee shops full of people. Just, I might tear up. >>Well, I was wondering if it would give you a little bit of that hometown pride and also the joy of bringing your community together. I mean, this is merging your two probably most core communities. Yeah, >>Yeah. Your >>Youth and your, and your career. It doesn't get more personal than that really. Right. >>It's just been, it's been really exciting to see the energy. >>Well thanks for going on the queue. Thanks for sharing. Appreciate it. Thanks >>For having us. Yeah, thank you both so much. Lisa, you were a joy of ball of energy right when you walked up. Jake, what a compelling story. Really appreciate you sharing it with us. John, thanks for the banter and the fabulous questions. I'm >>Glad I could help out. >>Yeah, you do. A lot more than help out sweetheart. And to all of you watching the Cube today, thank you so much for joining us live from Detroit, the Cube Studios. My name is Savannah Peterson and we'll see you for our event wrap up next.

Published Date : Oct 27 2022

SUMMARY :

Live from the Cube Studios here in Motor City, Michigan. implementing all the hard core talks to be awesome. here at the show at Cape Con. case the audience isn't familiar, give us a quick little sound bite. The database you can't And the success has been very well documented. I was a different company there talking a lot about multi-cloud. Community, take through the use case. So you can start Jake, So a lot of people get stuck on My One of the reasons that we're here. Lisa, how are you and the team surfacing stories like Like, tell me what you build and if it's interesting, We knew the founders. I mean, as you know, of the only services that you usually don't shard geographically. A lot of people talking about it, but how would you describe this distributed trend that's going on? like shared nothing architecture that allows you to kind of keep it running and horizontally scale the market now in terms of, I know the Alphas are all building all the great stuff and you And I know that's one of the things you like too. I mean we only founded the company two years ago, but we're actually getting Can you take a minute to talk about the Before that we were at CoreOS, so CoreOS acquisition and before that, One of the best acquisitions that ever happened for the value. So if you are a database, And as you know, Cockroach is based off of the Google Span paper and in the the Zanzibar paper, So the question is why didn't you get into obviously knows how it's pronounced, you know, it's the et cd argument, it's the co cuddl versus the control versus coo, you know, so we, we just like to have a little ambiguity Can you explain the relationship between Kubernetes, how you're handling Spice dv? And our strategy is to just run these single tenant stacks for people And the distributed architecture makes that possible because it's lighter way, can say, we're going going to take the provider, the cloud providers Kubernetes offering, You know, Jake, you made me think of something I wanted to bring up with other guests, but now since you're here, I think the trickier issues come up when you have larger data, you have huge binary blobs. And by the way, that that data problem also is compounded when the architecture goes to the edge. But as they start to move to the edge, we're going to have to move to the edge with them. You know, what, what's the, what's the, you know, the founders, so you know, We're, you know, we're, we're consuming it all. I mean the world's changing. And so really it's up to you how do you want to build your infrastructure? And one of the things we've been talking about, the super cloud concept that we've been issue getting a lot of contrary, but, but people are leaning into it I just came from a talk and I asked them, you know, what don't you wanna put in the cloud and God, that's, she was the, don't take that analogy. It. So I mean going macro and especially given where we are cncf, So I've always had that mindset, you know, and social coding and why I have three people, It's clear how passionate you are about it. Like when you look at I have this cool idea for an app or a company and Yeah. Or hire, you know, a bunch of PhDs to go and build that core component for me. you follow the digital transformation to its conclusion, developers and it aren't a department serving you riding it yourself in your garage with you start to see visibility into use cases, functionality. Oh. So I mean, you know, this is why you connect with It had the, you know, it had the credibility, it was sort of loosely based on Place, the timing consensus of hey, if we just let this happen, something good might come was like, you know, we, we had a thing called Fleet D or we had a tool called Fleet. It's clear we can feel the shift. I mean, you know, coming out of Google based on Go conferences, based on Go, it's no to coincidence that this Jake, I'm very curious since we learned on the way and you are a I am. That brought me to Detroit the first time. And it's just so interesting to me to see the accumulation, Well, I was wondering if it would give you a little bit of that hometown pride and also the joy of bringing your community together. It doesn't get more personal than that really. Well thanks for going on the queue. Yeah, thank you both so much. And to all of you watching the Cube today,

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
JakePERSON

0.99+

Alex PoviPERSON

0.99+

JohnPERSON

0.99+

Savannah PetersonPERSON

0.99+

AWSORGANIZATION

0.99+

LisaPERSON

0.99+

New York CityLOCATION

0.99+

DetroitLOCATION

0.99+

OracleORGANIZATION

0.99+

John FurrierPERSON

0.99+

twoQUANTITY

0.99+

20,000 starsQUANTITY

0.99+

PythonTITLE

0.99+

ZeedPERSON

0.99+

bothQUANTITY

0.99+

CockroachORGANIZATION

0.99+

San Francisco BayLOCATION

0.99+

second companyQUANTITY

0.99+

PostgresORGANIZATION

0.99+

FordORGANIZATION

0.99+

50,000 usersQUANTITY

0.99+

three peopleQUANTITY

0.99+

Red HatORGANIZATION

0.99+

Motor City, MichiganLOCATION

0.99+

WarrenLOCATION

0.99+

MichiganLOCATION

0.99+

Spice DvyORGANIZATION

0.99+

Detroit Auto ShowEVENT

0.99+

Cockroach LabsORGANIZATION

0.99+

oneQUANTITY

0.99+

OffsetORGANIZATION

0.99+

Cube StudiosORGANIZATION

0.99+

KubeConEVENT

0.99+

a month agoDATE

0.99+

two years agoDATE

0.98+

Jake MoshenkoPERSON

0.98+

OneQUANTITY

0.98+

one personQUANTITY

0.98+

first timeQUANTITY

0.98+

firstQUANTITY

0.98+

KubernetesTITLE

0.98+

Three daysQUANTITY

0.97+

GitHubORGANIZATION

0.97+

FirstQUANTITY

0.97+

DavePERSON

0.96+

this weekDATE

0.96+

CoreOSORGANIZATION

0.96+

QuayORGANIZATION

0.96+

Silicon ValleyLOCATION

0.96+

QuaORGANIZATION

0.95+

one applicationQUANTITY

0.95+

JakesPERSON

0.94+

first roundQUANTITY

0.94+

todayDATE

0.94+

OtedORGANIZATION

0.93+

Google ZansORGANIZATION

0.93+

AuthzedORGANIZATION

0.92+

CockroachPERSON

0.92+

Marie NamphyPERSON

0.92+

Drew Nielsen, Teleport | KubeCon + CloudNativeCon NA 2022


 

>>Good afternoon, friends. My name is Savannah Peterson here in the Cube Studios live from Detroit, Michigan, where we're at Cuban and Cloud Native Foundation, Cloud Native Con all week. Our last interview of the day served me a real treat and one that I wasn't expecting. It turns out that I am in the presence of two caddies. It's a literal episode of Caddy Shack up here on Cube. John Furrier. I don't think the audience knows that you were a caddy. Tell us about your caddy days. >>I used to caddy when I was a kid at the local country club every weekend. This is amazing. Double loops every weekend. Make some bang, two bags on each shoulder. Caddying for the members where you're going. Now I'm >>On show. Just, just really impressive >>Now. Now I'm caddying for the cube where I caddy all this great content out to the audience. >>He's carrying the story of emerging brands and established companies on their cloud journey. I love it. John, well played. I don't wanna waste any more of this really wonderful individual's time, but since we now have a new trend of talking about everyone's Twitter handle here on the cube, this may be my favorite one of the day, if not Q4 so far. Drew, not reply. AKA Drew ne Drew Nielsen, excuse me, there is here with us from Teleport. Drew, thanks so much for being here. >>Oh, thanks for having me. It's great to be here. >>And so you were a caddy on a whole different level. Can you tell us >>About that? Yeah, so I was in university and I got tired after two years and didn't have a car in LA and met a pro golfer at a golf course and took two years off and traveled around caddying for him and tried to get 'em through Q School. >>This is, this is fantastic. So if you're in school and your parents are telling you to continue going to school, know that you can drop out and be a caddy and still be a very successful television personality. Like both of the gentlemen at some point. >>Well, I never said my parents like >>That decision, but we'll keep our day jobs. Yeah, exactly. And one of them is Cloud Native Security. The hottest topic here at the show. Yep. I want to get into it. You guys are doing some really cool things. Are we? We hear Zero Trust, you know, ransomware and we even, I even talked with the CEO of Dockets morning about container security issues. Sure. There's a lot going on. So you guys are in the middle of teleport. You guys have a unique solution. Tell us what you guys got going on. What do you guys do? What's the solution and what's the problem you solve? >>So Teleport is the first and only identity native infrastructure access solution in the market. So breaking that down, what that really means is identity native being the combination of secret list, getting rid of passwords, Pam Vaults, Key Vaults, Yeah. Passwords written down. Basically the number one source of breach. And 50 to 80% of breaches, depending on whose numbers you want to believe are how organizations get hacked. >>But it's not password 1 23 isn't protecting >>Cisco >>Right >>Now. Well, if you think about when you're securing infrastructure and the second component being zero trust, which assumes the network is completely insecure, right? But everything is validated. Resource to resource security is validated, You know, it assumes work from anywhere. It assumes the security comes back to that resource. And we take the combination of those two into identity, native access where we cryptographically ev, validate identity, but more importantly, we make an absolutely frictionless experience. So engineers can access infrastructure from anywhere at any time. >>I'm just flashing on my roommates, checking their little code, changing Bob login, you know, dongle essentially, and how frustrating that always was. I mean, talk about interrupting workflow was something that's obviously necessary, but >>Well, I mean, talk about frustration if I'm an engineer. Yeah, absolutely. You know, back in the day when you had these three tier monolithic applications, it was kind of simple. But now as you've got modern application development environments Yeah, multi-cloud, hybrid cloud, whatever marketing term around how you talk about this, expanding sort of disparate infrastructure. Engineers are sitting there going from system to system to machine to database to application. I mean, not even a conversation on Kubernetes yet. Yeah. And it's just, you know, every time you pull an engineer or a developer to go to a vault to pull something out, you're pulling them out for 10 minutes. Now, applications today have hundreds of systems, hundreds of microservices. I mean 30 of these a day and nine minutes, 270 minutes times 60. And they also >>Do the math. Well, there's not only that, there's also the breach from manual error. I forgot to change the password. What is that password? I left it open, I left it on >>Cognitive load. >>I mean, it's the manual piece. But even think about it, TR security has to be transparent and engineers are really smart people. And I've talked to a number of organizations who are like, yeah, we've tried to implement security solutions and they fail. Why? They're too disruptive. They're not transparent. And engineers will work their way around them. They'll write it down, they'll do a workaround, they'll backdoor it something. >>All right. So talk about how it works. But I, I mean, I'm getting the big picture here. I love this. Breaking down the silos, making engineers lives easier, more productive. Clearly the theme, everyone they want, they be gonna need. Whoever does that will win it all. How's it work? I mean, you deploying something, is it code, is it in line? It's, >>It's two binaries that you download and really it starts with the core being the identity native access proxy. Okay. So that proxy, I mean, if you look at like the zero trust principles, it all starts with a proxy. Everything connects into that proxy where all the access is gated, it's validated. And you know, from there we have an authorization engine. So we will be the single source of truth for all access across your entire infrastructure. So we bring machines, engineers, databases, applications, Kubernetes, Linux, Windows, we don't care. And we basically take that into a single architecture and single access platform that essentially secures your entire infrastructure. But more importantly, you can do audit. So for all of the organizations that are dealing with FedRAMP, pci, hipaa, we have a complete audit trail down to a YouTube style playback. >>Oh, interesting. We're we're California and ccpa. >>Oh, gdpr. >>Yeah, exactly. It, it, it's, it's a whole shebang. So I, I love, and John, maybe you've heard this term a lot more than I have, but identity native is relatively new to me as as a term. And I suspect you have a very distinct way of defining identity. How do you guys define identity internally? >>So identity is something that is cryptographically validated. It is something you have. So it's not enough. If you look at, you know, credentials today, everyone's like, Oh, I log into my computer, but that's my identity. No, it's not. Right. Those are attributes. Those are something that is secret for a period of time until you write it down. But I can't change my fingerprint. Right. And now I >>Was just >>Thinking of, well no, perfect case in point with touch ID on your meth there. Yeah. It's like when we deliver that cryptographically validated identity, we use these secure modules in like modern laptops or servers. Yeah. To store that identity so that even if you're sitting in front of your computer, you can't get to it. But more importantly, if somebody were to take that and try to be you and try to log in with your fingerprint, it's >>Not, I'm not gonna lie, I love the apple finger thing, you know, it's like, you know, space recognition, like it's really awesome. >>It save me a lot of time. I mean, even when you go through customs and they do the face scan now it actually knows who you are, which is pretty wild in the last time you wanna provide ones. But it just shifted over like maybe three months ago. Well, >>As long as no one chops your finger off like they do in the James Bond movies. >>I mean, we try and keep it a light and fluffy here on the queue, but you know, do a finger teams, we can talk about that >>Too. >>Gabby, I was thinking more minority report, >>But you >>Knows that's exactly what I, what I think of >>Hit that one outta bounds. So I gotta ask, because you said you're targeting engineers, not IT departments. What's, is that, because I in your mind it is now the engineers or what's the, is always the solution more >>Targeted? Well, if you really look at who's dealing with infrastructure on a day-to-day basis, those are DevOps individuals. Those are infrastructure teams, Those are site reliability engineering. And when it, they're the ones who are not only managing the infrastructure, but they're also dealing with the code on it and everything else. And for us, that is who is our primary customer and that's who's doing >>It. What's the biggest problem that you're solving in this use case? Because you guys are nailing it. What's the problem that your identity native solution solves? >>You know, right out of the backs we remove the number one source of breach. And that is taking passwords, secrets and, and keys off the board. That deals with most of the problem right there. But there are really two problems that organizations face. One is scaling. So as you scale, you get more secrets, you get more keys, you get all these things that is all increasing your attack vector in real time. Oh >>Yeah. Across teams locations. I can't even >>Take your pick. Yeah, it's across clouds, right? Any of it >>On-prem doesn't. >>Yeah. Any of it. We, and we allow you to scale, but do it securely and the security is transparent and your engineers will absolutely love it. What's the most important thing about this product Engineers. Absolutely. >>What are they saying? What are some of those examples? Anecdotally, pull boats out from engineering. >>You're too, we should have invent, we should have invented this ourselves. Or you know, we have run into a lot of customers who have tried to home brew this and they're like, you know, we spend an in nor not of hours on it >>And IT or they got legacy from like Microsoft or other solutions. >>Sure, yeah. Any, but a lot of 'em is just like, I wish I had done it myself. Or you know, this is what security should be. >>It makes so much sense and it gives that the team such a peace of mind. I mean, you never know when a breach is gonna come, especially >>It's peace of mind. But I think for engineers, a lot of times it deals with the security problem. Yeah. Takes it off the table so they can do their jobs. Yeah. With zero friction. Yeah. And you know, it's all about speed. It's all about velocity. You know, go fast, go fast, go fast. And that's what we enable >>Some of the benefits to them is they get to save time, focus more on, on task that they need to work on. >>Exactly. >>And get the >>Job done. And on top of it, they answer the audit and compliance mail every time it comes. >>Yeah. Why are people huge? Honestly, why are people doing this? Because, I mean, identity is just such an hard nut to crack. Everyone's got their silos, Vendors having clouds have 'em. Identity is the most fragmented thing on >>The planet. And it has been fragmented ever since my first RSA conference. >>I know. So will we ever get this do over? Is there a driver? Is there a market force? Is this the time? >>I think the move to modern applications and to multi-cloud is driving this because as those application stacks get more verticalized, you just, you cannot deal with the productivity >>Here. And of course the next big thing is super cloud and that's coming fast. Savannah, you know, You know that's Rocket. >>John is gonna be the thought leader and keyword leader of the word super cloud. >>Super Cloud is enabling super services as the cloud cast. Brian Gracely pointed out on his Sunday podcast of which if that happens, Super Cloud will enable super apps in a new architectural >>List. Please don't, and it'll be super, just don't. >>Okay. Right. So what are you guys up to next? What's the big hot spot for the company? What are you guys doing? What are you guys, What's the idea guys hiring? You put the plug in. >>You know, right now we are focused on delivering the best identity, native access platform that we can. And we will continue to support our customers that want to use Kubernetes, that want to use any different type of infrastructure. Whether that's Linux, Windows applications or databases. Wherever they are. >>Are, are your customers all of a similar DNA or are you >>No, they're all over the map. They range everything from tech companies to financial services to, you know, fractional property. >>You seem like someone everyone would need. >>Absolutely. >>And I'm not just saying that to be a really clean endorsement from the Cube, but >>If you were doing DevOps Yeah. And any type of forward-leaning shift, left engineering, you need us because we are basically making security as code a reality across your entire infrastructure. >>Love this. What about the team dna? Are you in a scale growth stage right now? What's going on? Absolutely. Sounds I was gonna say, but I feel like you would have >>To be. Yeah, we're doing, we're, we have a very positive outlook and you know, even though the economic time is what it is, we're doing very well meeting. >>How's the location? Where's the location of the headquarters now? With remote work is pretty much virtual. >>Probably. We're based in downtown Oakland, California. >>Woohoo. Bay area representing on this stage right now. >>Nice. Yeah, we have a beautiful office right in downtown Oakland and yeah, it's been great. Awesome. >>Love that. And are you hiring right now? I bet people might be. I feel like some of our cube watchers are here waiting to figure out their next big play. So love to hear that. Absolutely love to hear that. Besides Drew, not reply, if people want to join your team or say hello to you and tell you how brilliant you looked up here, or ask about your caddy days and maybe venture a guest to who that golfer may have been that you were CAD Inc. For, what are the best ways for them to get in touch with you? >>You can find me on LinkedIn. >>Great. Fantastic. John, anything else >>From you? Yeah, I mean, I just think security is paramount. This is just another example of where the innovation has to kind of break through without good identity, everything could cripple. Then you start getting into the silos and you can start getting into, you know, tracking it. You got error user errors, you got, you know, one of the biggest security risks. People just leave systems open, they don't even know it's there. So like, I mean this is just, just identity is the critical linchpin to, to solve for in security to me. And that's totally >>Agree. We even have a lot of customers who use us just to access basic cloud consoles. Yeah. >>So I was actually just gonna drive there a little bit because I think that, I'm curious, it feels like a solution for obviously complex systems and stacks, but given the utility and what sounds like an extreme ease of use, I would imagine people use this for day-to-day stuff within their, >>We have customers who use it to access their AWS consoles. We have customers who use it to access Grafana dashboards. You know, for, since we're sitting here at coupon accessing a Lens Rancher, all of the amazing DevOps tools that are out there. >>Well, I mean true. I mean, you think about all the reasons why people don't adopt this new federated approach or is because the IT guys did it and the world we're moving into, the developers are in charge. And so we're seeing the trend where developers are taking the DevOps and the data and the security teams are now starting to reset the guardrails. What's your >>Reaction to that? Well, you know, I would say that >>Over the top, >>Well I would say that you know, your DevOps teams and your infrastructure teams and your engineers, they are the new king makers. Yeah. Straight up. Full stop. >>You heard it first folks. >>And that's >>A headline right >>There. That is a headline. I mean, they are the new king makers and, but they are being forced to do it as securely as possible. And our job is really to make that as easy and as frictionless as possible. >>Awesome. >>And it sounds like you're absolutely nailing it. Drew, thank you so much for being on the show. Thanks for having today. This has been an absolute pleasure, John, as usual a joy. And thank all of you for tuning in to the Cube Live here at CU Con from Detroit, Michigan. We look forward to catching you for day two tomorrow.

Published Date : Oct 27 2022

SUMMARY :

I don't think the audience knows that you were a caddy. the members where you're going. Just, just really impressive He's carrying the story of emerging brands and established companies on It's great to be here. And so you were a caddy on a whole different level. Yeah, so I was in university and I got tired after two years and didn't have to school, know that you can drop out and be a caddy and still be a very successful television personality. What's the solution and what's the problem you solve? And 50 to 80% of breaches, depending on whose numbers you want to believe are how organizations It assumes the security comes back to that resource. you know, dongle essentially, and how frustrating that always was. You know, back in the day when you had these three tier I forgot to change I mean, it's the manual piece. I mean, you deploying something, is it code, is it in line? And you know, from there we have an authorization engine. We're we're California and ccpa. And I suspect you have a very distinct way of that is secret for a period of time until you write it down. try to be you and try to log in with your fingerprint, it's Not, I'm not gonna lie, I love the apple finger thing, you know, it's like, you know, space recognition, I mean, even when you go through customs and they do the face scan now So I gotta ask, because you said you're targeting Well, if you really look at who's dealing with infrastructure on a day-to-day basis, those are DevOps individuals. Because you guys are nailing it. So as you scale, you get more secrets, you get more keys, I can't even Take your pick. We, and we allow you to scale, but do it securely What are they saying? they're like, you know, we spend an in nor not of hours on it Or you know, you never know when a breach is gonna come, especially And you know, it's all about speed. And on top of it, they answer the audit and compliance mail every time it comes. Identity is the most fragmented thing on And it has been fragmented ever since my first RSA conference. I know. Savannah, you know, Super Cloud is enabling super services as the cloud cast. So what are you guys up to next? And we will continue to support our customers that want to use Kubernetes, you know, fractional property. If you were doing DevOps Yeah. Sounds I was gonna say, but I feel like you would have Yeah, we're doing, we're, we have a very positive outlook and you know, How's the location? We're based in downtown Oakland, California. Bay area representing on this stage right now. it's been great. And are you hiring right now? John, anything else Then you start getting into the silos and you can start getting into, you know, tracking it. We even have a lot of customers who use us just to access basic cloud consoles. a Lens Rancher, all of the amazing DevOps tools that are out there. I mean, you think about all the reasons why people don't adopt this Well I would say that you know, your DevOps teams and your infrastructure teams and your engineers, I mean, they are the new king makers and, but they are being forced to We look forward to catching you for day

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Savannah PetersonPERSON

0.99+

30QUANTITY

0.99+

DrewPERSON

0.99+

10 minutesQUANTITY

0.99+

Brian GracelyPERSON

0.99+

JohnPERSON

0.99+

LALOCATION

0.99+

MicrosoftORGANIZATION

0.99+

Drew NielsenPERSON

0.99+

two binariesQUANTITY

0.99+

CiscoORGANIZATION

0.99+

270 minutesQUANTITY

0.99+

50QUANTITY

0.99+

SavannahPERSON

0.99+

firstQUANTITY

0.99+

todayDATE

0.99+

two problemsQUANTITY

0.99+

Detroit, MichiganLOCATION

0.99+

oneQUANTITY

0.99+

SundayDATE

0.99+

two yearsQUANTITY

0.99+

twoQUANTITY

0.99+

AWSORGANIZATION

0.99+

second componentQUANTITY

0.99+

Zero TrustORGANIZATION

0.99+

TeleportORGANIZATION

0.99+

WindowsTITLE

0.99+

LinkedInORGANIZATION

0.99+

three tierQUANTITY

0.99+

John FurrierPERSON

0.99+

Cloud Native FoundationORGANIZATION

0.99+

YouTubeORGANIZATION

0.99+

bothQUANTITY

0.99+

CaliforniaLOCATION

0.99+

tomorrowDATE

0.98+

two bagsQUANTITY

0.98+

LinuxTITLE

0.98+

OneQUANTITY

0.98+

80%QUANTITY

0.98+

three months agoDATE

0.98+

FedRAMPORGANIZATION

0.98+

day twoQUANTITY

0.98+

KubeConEVENT

0.98+

CloudNativeConEVENT

0.97+

Super CloudTITLE

0.97+

GabbyPERSON

0.96+

nine minutesQUANTITY

0.96+

Cube StudiosORGANIZATION

0.95+

a dayQUANTITY

0.95+

CU ConEVENT

0.95+

DoubleQUANTITY

0.94+

TwitterORGANIZATION

0.94+

zero frictionQUANTITY

0.94+

BobPERSON

0.93+

CubeORGANIZATION

0.92+

Caddy ShackTITLE

0.92+

Q SchoolORGANIZATION

0.91+

single access platformQUANTITY

0.91+

zero trustQUANTITY

0.89+

single architectureQUANTITY

0.89+

60QUANTITY

0.88+

downtown Oakland, CaliforniaLOCATION

0.88+

teleportORGANIZATION

0.87+

KubernetesTITLE

0.87+

two caddiesQUANTITY

0.87+

pciORGANIZATION

0.86+

each shoulderQUANTITY

0.85+

CubanORGANIZATION

0.85+

single sourceQUANTITY

0.85+

hundreds of microservicesQUANTITY

0.84+

zero trustQUANTITY

0.83+

DocketsORGANIZATION

0.83+

NA 2022EVENT

0.82+

CAD Inc.ORGANIZATION

0.81+

BayLOCATION

0.8+

one sourceQUANTITY

0.78+

RSA conferenceEVENT

0.78+

hundreds of systemsQUANTITY

0.77+

Cloud NativeEVENT

0.76+

Garima Kapoor, MinIO | KubeCon + CloudNativeCon NA 2022


 

>>How y'all doing? My name's Savannah Peterson, coming to you from Detroit, Michigan, where the cube is excited to be at Cube Con. Our guest this afternoon is a wonderfully brilliant woman who's been leading in the space for over eight years. Please welcome Gar Kapur. Gar, thanks for being with us. >>Well, thank you for having me to, It's a pleasure. Good >>To see you. So, update what's going on here? Co saw you at VMware Explorer. Yes. Welcome back to the Cube. Yes. What's, what's going on for you guys here? What's the message? What's the story >>Soupcon like I always say, it's our event, it's our audience. So, you know, Minayo, I dunno if you've been keeping track, Mani ha did reach like a billion docker downloads recently. So >>Congratulations. >>This is your tribe right here. Yes, >>It is. It is. Our >>Tribe's native infrastructure. Come on. Yes. >>You know, this audience understands us. We understand them. You know, you were asking when did we start the company? So we started in 2014, and if you see, Kubernetes was born in 2015 in all sorts of ways. So we kind of literally grew up together along with the Kubernetes journey. So all the decisions that we took were just, you know, making sure that we addressed the Kubernetes and the cloud native audiences, the first class citizens when it comes to storage. So I think that has been very instrumental in leading us up to the point where we have reached a billion docker downloads and we are the most loved object storage out >>There. So, So do you like your younger brother Kubernetes? Or not? Is this is It's a family that gets along. >>It does get along. I think in, in Kubernetes space, what we are seeing from customer standpoint as well, right? They're warming up to Kubernetes and you know, they are using Kubernetes as a framework to deploy anything at scale. And especially when you're, you know, offering storage as a service to your, whether it is for your internal audience or to the external audience, Kubernetes becomes extremely instrumental because it makes Multitenancy extremely easy. It makes, you know, access control points extremely easy for different user sets and so on. Yeah. So Kubernetes is definitely the way to go. I think enterprises need to just have little bit more skill set when it comes to Kubernetes overall, because I think there are still little bit areas in which they need to invest in, but I think this is the right direction, This is the right way. If you, if you want multi-tenant, you need Kubernetes for compute, you need Kubernetes for storage. So >>You guys hit an interesting spot here with Kubernetes. You have a product that targets builders. Yes. But also it's a service that's consumed. >>Yes. Yes. >>How do you see those two lanes shaping out as the world starts to grow, the ecosystems growing, You've got products for builders and products for people who are developers consuming services. How do you see that shaking out? Is just, is there intersections there? There is. You seem to be hitting that. >>There is. There is definitely an intersection. And I think it's getting merged because a lot of these users are the ones who dictate what kind of stack they want as part of their application ecosystem overall, right? So that is where, when an application, for example, in the big data workloads, right? They tell their IT or their storage department, this is the S3 compatible storage that they want their applications to run on or sit on. So the bridges definitely like becoming very narrow in that way from builders versus the service consumers overall. And I think, you know, at the end of the day, people need to get their job done from application users perspective. They want to just get in and get out. They don't want to deal with the underlying complexity when it comes to storage or any of the framework, right? So I think what we enable is for the builders to make sure they have extremely easy, simple, high performance software service that they can offer it to their customers, which is as three compatible. So now they can take their applications wherever they need to go, whether it is edge, whether it is on-prem, whether it is any of the public cloud, wherever you need to be, go be with it. With >>Mei, I mean, I wanna get your thoughts on a really big trend that's happening now. That's right. In your area of expertise. That is people are realizing that, hey, I don't necessarily need AWS S3 for storage. I gotta do my own storage or build my own. So there's a cost slash value for commodity storage. Yes. When does a company just dive to what to do there? Do they do their own? You see, CloudFlare, you seeing Wasabi, other companies? Yes. Merging. You guys are here. Yeah, yeah. Common services then there's a differentiator in the cloud. What's the, what's this all about? >>Yeah, so there are a couple of things going on in this space, right? So firstly, I think cloud model is the way to go. And what, what we mean by cloud is not public cloud, it's the cloud operating model overall, right? You need to build the applications the correct way so that they can consume cloud native infrastructure correctly. So I think that is what is going on. And secondly, I think cloud is great for your burst workloads. It's all about productivity. It's all about getting your applications to the market as fast as you can. And that is where of course, MIN IO comes into play when you know you can develop your applications natively on something like mania. And when, when you take it to production, it's very easy no matter where you go. And thirdly, I think when it comes to the cost perspective, you know, what we offer to the customers is predictability of the cost and no surprise in the builds when it comes, which is extremely important to like a CFO of a company because everyone knows that cloud is not the cheapest place to run your sustainable workloads. And there is unpredictability element involved because, you know, people leave their buckets on, people leave their compute nodes on it, it happens all the time. So I think if you take that uncertainty out of it and have more predictability around it, I think that is, that is where the true value lies. >>You're really hitting on a theme that we've been hearing a lot on the cube today, which is standardization, predictability. Yes. We, everyone always wants to move fast, but I think we're actually stepping away from that Mark Zuckerberg parity, move fast and break things and let's move fast, but know how much it's gonna cost and also decrease the complexity. Drugs >>Don't things. >>Yeah, yeah, yeah, exactly. And try, you know, minimize the collateral damage when Yeah. I, I love that you're enabling folks like that. How is, I'm curious because I see that your background, you have a PhD in philosophy, so we don't always see philosophy and DevOps and Kubernetes in the same conversation. Yeah. So how does this translate into your leadership within your team and the, And Min i's culture, >>So it's PhD in financial management and financial economics. So that is where my specialization lies. And I think after that I came to Bay Area. So once you're in Bay Area, you cannot escape technology. It is >>To you, >>It is just the way things are. You cannot escape startups, you cannot escape technology overall. So that's how I got introduced to it. And yeah, that it has been a great journey so far. And from the culture standpoint of view, you know, I always tell like if I can learn technology, anyone can learn technology. So what we look for is the right attitude, the right kind of, you know, passion to learn is what is most important in this world if you want to succeed. And that's what I tell everyone who joins the, who joins win I, two months, three months, you'll be up and going. I, I'm not too worried about it. >>But pet pedigree doesn't always play into it because no, the changing technology you could level up. So for sure you get into those and be contributing. >>I think one of the reasons why we have been successful the way we have been successful with storage is because we've not hired storage experts. Because they come with their own legacy and mindset of how to build things. And we are like, and we always came from a point of view, we are not a storage company. We are a data company and we want to be close to the data. So when you come to that mindset, you build a product directly attacking data, not just like, you know, in traditional appliance world and so on, so forth. So I think those things have been very instrumental in terms of getting the right people on board, making sure that they're very aligned with how we do things and you know, the dnf, the company's, >>That's for passion and that's actually counterintuitive, but it's makes sense. Yes. In new markets it doesn't always seem to take the boiler plate. Yes. Skill set or person. No, we're doing journalism, but we don't hire journalists. No, >>I mean you gotta be, It's adventurers. It is. It's curious. >>Exactly. Exactly. Yeah, I, yeah, I think also, you know, for you to disrupt any space, you cannot approach it from how they approach the problem. You need to completely turn the tables upside down as they say, right? You need to disrupt it and have the surprise element. And I think that is what always makes a technology very special. You cannot follow the path that others have followed. You need to come from a different space, different mindset altogether. So that is where it's important that you, like you said, adventurous are the people >>That that is for sure. Talk to us about the company. Are you growing scaling? How do people find out more? >>Oh yeah, for sure. So people can find out more by visiting our website. Min dot i, we are growing. We just closed last year, end of last year we closed our CDC round unicorn valuation and so on, so forth. So >>She says unicorn valuation, so casually, I just wanna point that out, that, that, that, that's funny. Like a true strong female leader. I love that. I >>Love that. Thank you. Yes. So in terms of, you know, in terms of growth and scalability, we are growing the team. We are, you know, onboarding more commercial customers to the platform. So yeah, it's growth all across growth from the community standpoint, growth from commercial number standpoint. So congratulations. Yeah, thank you. >>Yeah, that's very exciting. Grma, thank you so much for being, >>Being with us. Thank you for >>Having me. Always. Thanks for hanging out and to all of you, thank you so much for tuning into the Cube, especially for this exciting edition for all of us here in Detroit, Michigan, where we're coming to you from Cuban. See you back here in a little bit.

Published Date : Oct 26 2022

SUMMARY :

My name's Savannah Peterson, coming to you from Detroit, Well, thank you for having me to, It's a pleasure. What's, what's going on for you guys here? So, you know, This is your tribe right here. It is. Yes. So all the decisions that we took were just, you know, making sure that we addressed the Kubernetes and the cloud Is this is It's a family that gets along. you know, offering storage as a service to your, whether it is for your internal audience or to the external audience, You have a product that targets builders. How do you see those two lanes shaping out as the world starts to grow, the ecosystems growing, And I think, you know, at the end of the day, people need to get their job done You see, CloudFlare, you seeing Wasabi, other companies? I think when it comes to the cost perspective, you know, what we offer to the but know how much it's gonna cost and also decrease the complexity. And try, you know, minimize the collateral damage when Yeah. And I think after that I came to Bay Area. And from the culture standpoint of view, you know, I always tell like if I can learn technology, But pet pedigree doesn't always play into it because no, the changing technology you could level So when you come to that mindset, In new markets it doesn't always seem to take the boiler plate. I mean you gotta be, It's adventurers. for you to disrupt any space, you cannot approach it from how they approach the problem. Are you growing scaling? So people can find out more by visiting our website. I love that. you know, onboarding more commercial customers to the platform. Grma, thank you so much for being, Thank you for in Detroit, Michigan, where we're coming to you from Cuban.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
2015DATE

0.99+

2014DATE

0.99+

Savannah PetersonPERSON

0.99+

last yearDATE

0.99+

Bay AreaLOCATION

0.99+

Mark ZuckerbergPERSON

0.99+

three monthsQUANTITY

0.99+

two monthsQUANTITY

0.99+

MinayoPERSON

0.99+

Garima KapoorPERSON

0.99+

two lanesQUANTITY

0.99+

Detroit, MichiganLOCATION

0.99+

Gar KapurPERSON

0.99+

KubeConEVENT

0.99+

AWSORGANIZATION

0.99+

GarPERSON

0.99+

CloudNativeConEVENT

0.98+

KubernetesTITLE

0.98+

KubernetesPERSON

0.98+

CubanLOCATION

0.98+

WasabiORGANIZATION

0.98+

Detroit, MichiganLOCATION

0.98+

oneQUANTITY

0.97+

over eight yearsQUANTITY

0.97+

threeQUANTITY

0.97+

MIN IOTITLE

0.97+

todayDATE

0.97+

CDCORGANIZATION

0.94+

firstlyQUANTITY

0.94+

VMware ExplorerORGANIZATION

0.93+

GrmaPERSON

0.9+

end of last yearDATE

0.9+

a billion docker downloadsQUANTITY

0.9+

thirdlyQUANTITY

0.86+

this afternoonDATE

0.86+

S3TITLE

0.85+

Cube Con.EVENT

0.82+

NA 2022EVENT

0.82+

ManiPERSON

0.81+

MinIOORGANIZATION

0.76+

secondlyQUANTITY

0.74+

first classQUANTITY

0.74+

CubeCOMMERCIAL_ITEM

0.65+

billion dockerQUANTITY

0.59+

DevOpsTITLE

0.53+

CloudFlareORGANIZATION

0.53+

SoupconORGANIZATION

0.43+

Amit Eyal Govrin, Kubiya.ai | Cube Conversation


 

(upbeat music) >> Hello everyone, welcome to this special Cube conversation here in Palo Alto, California. I'm John Furrier, host of theCUBE in theCUBE Studios. We've got a special video here. We love when we have startups that are launching. It's an exclusive video of a hot startup that's launching. Got great reviews so far. You know, word on the street is, they got something different and unique. We're going to' dig into it. Amit Govrin who's the CEO and co-founder of Kubiya, which stands for Cube in Hebrew, and they're headquartered in Bay Area and in Tel Aviv. Amit, congratulations on the startup launch and thanks for coming in and talk to us in theCUBE >> Thank you, John, very nice to be here. >> So, first of all, a little, 'cause we love the Cube, 'cause theCUBE's kind of an open brand. We've never seen the Cube in Hebrew, so is that true? Kubiya is? >> Kubiya literally means cube. You know, clearly there's some additional meanings that we can discuss. Obviously we're also launching a KubCon, so there's a dual meaning to this event. >> KubCon, not to be confused with CubeCon. Which is an event we might have someday and compete. No, I'm only kidding, good stuff. I want to get into the startup because I'm intrigued by your story. One, you know, conversational AI's been around, been a category. We've seen chat bots be all the rage and you know, I kind of don't mind chat bots on some sites. I can interact with some, you know, form based knowledge graph, whatever, knowledge database and get basic stuff self served. So I can see that, but it never really scaled or took off. And now with Cloud Native kind of going to the next level, we're starting to see a lot more open source and a lot more automation, in what I call AI as code or you know, AI as a service, machine learning, developer focused action. I think you guys might have an answer there. So if you don't mind, could you take a minute to explain what you guys are doing, what's different about Kubiya, what's happening? >> Certainly. So thank you for that. Kubiya is what we would consider the first, or one of the first, advanced virtual assitants with a domain specific expertise in DevOps. So, we respect all of the DevOps concepts, GitOps, workflow automation, of those categories you've mentioned, but also the added value of the conversational AI. That's really one of the few elements that we can really bring to the table to extract what we call intent based operations. And we can get into what that means in a little bit. I'll save that maybe for the next question. >> So the market you're going after is kind of, it's, I love to hear starters when they, they don't have a Gartner Magic quadrant, they can fit nicely, it means they're onto something. What is the market you're going after? Because you're seeing a lot of developers driving a lot of the key successes in DevOps. DevOps has evolved to the point where, and DevSecOps, where developers are driving the change. And so having something that's developer focused is key. Are you guys targeting the developers, IT buyers, cloud architects? Who are you looking to serve with this new opportunity? >> So essentially self-service in the world of DevOps, the end user typically would be a developer, but not only, and obviously the operators, those are the folks that we're actually looking to help augment a lot of their efforts, a lot of the toil that they're experiencing in a day to day. So there's subcategories within that. We can talk about the different internal developer tools, or platforms, shared services platforms, service catalogs are tangential categories that this kind of comes on. But on top of that, we're adding the element of conversational AI. Which, as I mentioned, that's really the "got you". >> I think you're starting to see a lot of autonomous stuff going on, autonomous pen testing. There's a company out there doing I've seen autonomous AI. Automation is a big theme of it. And I got to ask, are you guys on the business side purely in the cloud? Are you born in the cloud, is it a cloud service? What's the product choice there? It's a service, right? >> Software is a service. We have the classic, Multi-Tenancy SAAS, but we also have a hybrid SAAS solution, which allows our customers to run workflows using remote runners, essentially hosted at their own location. >> So primary cloud, but you're agnostic on where they could consume, how they want to' consume the product. >> Technology agnostic. >> Okay, so that's cool. So let's get into the problem you're solving. So take me through, this will drive a lot of value here, when you guys did the company, what problems did you hone in on and what are you guys seeing as the core problem that you solve? >> So we, this is a unique, I don't know how unique, but this is a interesting proposition because I come from the business side, so call it the top down. I've been in enterprise sales, I've been in a CRO, VP sales hat. My co-founder comes from the bottom up, right? He ran DevOps teams and SRE teams in his previous company. That's actually what he did. So, we met each other halfway, essentially with me seeing a lot of these problems of self-service not being so self-service after all, platforms hitting walls with adoption. And he actually created his own self-service platform, within his last company, to address his own personal pains. So we essentially kind of met with both perspectives. >> So you're absolutely hardcore on self-service. >> We're enabling self-service. >> And that basically is what everybody wants. I mean, the developers want self-service. I mean, that's kind of like, you know, that's the nirvana. So take us through what you guys are offering, give us an example of use cases and who's buying your product, why, and take us through that whole piece. >> Do you mind if I take a step back and say why we believe self-service has somewhat failed or not gotten off. >> Yeah, absolutely. >> So look, this is essentially how we're looking at it. All the analysts and the industry insiders are talking about self-service platforms as being what's going to' remove the dependency of the operator in the loop the entire time, right? Because the operator, that scarce resource, it's hard to hire, hard to train, hard to retain those folks, Developers are obviously dependent on them for productivity. So the operators in this case could be a DevOps, could be a SecOps, it could be a platform engineer. It comes in different flavors. But the common denominator, somebody needs an access request, provisioning a new environment, you name it, right? They go to somebody, that person is operator. The operator typically has a few things on their plate. It's not just attending and babysitting platforms, but it's also innovating, spinning up, and scaling services. So they see this typically as kind of, we don't really want to be here, we're going to' go and do this because we're on call. We have to take it on a chin, if you may, for this. >> It's their child, they got to' do it. >> Right, but it's KTLOs, right, keep the lights on, this is maintenance of a platform. It's not what they're born and bred to do, which is innovate. That's essentially what we're seeing, we're seeing that a lot of these platforms, once they finally hit the point of maturity, they're rolled out to the team. People come to serve themselves in platform, and low and behold, it's not as self-service as it may seem. >> We've seen that certainly with Kubernetes adoption being, I won't say slow, it's been fast, but it's been good. But I think this is kind of the promise of what SRE was supposed to be. You know, do it once and then babysit in the sense of it's working and automated. Nothing's broken yet. Don't call me unless you need something, I see that. So the question, you're trying to make it easier then, you're trying to free up the talent. >> Talent to operate and have essentially a human, like in the loop, essentially augment that person and give the end users all of the answers they require, as if they're talking to a person. >> I mean it's basically, you're taking the virtual assistant concept, or chat bot, to a level of expertise where there's intelligence, jargon, experience into the workflows that's known. Not just talking to chat bot, get a support number to rebook a hotel room. >> We're converting operational workflows into conversations. >> Give me an example, take me through an example. >> Sure, let's take a simple example. I mean, not everyone provisions EC2's with two days (indistinct). But let's say you want to go and provision new EC2 instances, okay? If you wanted to do it, you could go and talk to the assistant and say, "I want to spin up a new server". If it was a human in the loop, they would ask you the following questions: what type of environment? what are we attributing this to? what type of instance? security groups, machine images, you name it. So, these are the questions that typically somebody needs to be armed with before they can go and provision themselves, serve themselves. Now the problem is users don't always have these questions. So imagine the following scenario. Somebody comes in, they're in Jira ticket queue, they finally, their turn is up and the next question they don't have the answer to. So now they have to go and tap on a friend, or they have to go essentially and get that answer. By the time they get back, they lost their turn in queue. And then that happens again. So, they lose a context, they lose essentially the momentum. And a simple access request, or a simple provision request, can easily become a couple days of ping pong back and forth. This won't happen with the virtual assistant. >> You know, I think, you know, and you mentioned chat bots, but also RPA is out there, you've seen a lot of that growth. One of the hard things, and you brought this up, I want to get your reaction to, is contextualizing the workflow. It might not be apparent, but the answer might be there, it disrupts the entire experience at that point. RPA and chat bots don't have that contextualization. Is that what you guys do differently? Is that the unique flavor here? Is that difference between current chat bots and RPA? >> The way we see it, I alluded to the intent based operations. Let me give a tangible experience. Even not from our own world, this will be easy. It's a bidirectional feedback loop 'cause that's actually what feeds the context and the intent. We all know Waze, right, in the world of navigation. They didn't bring navigation systems to the world. What they did is they took the concept of navigation systems that are typically satellite guided and said it's not just enough to drive down the 280, which typically have no traffic, right, and to come across traffic and say, oh, why didn't my satellite pick that up? So they said, have the end users, the end nodes, feed that direction back, that feedback, right. There has to be a bidirectional feedback loop that the end nodes help educate the system, make the system be better, more customized. And that's essentially what we're allowing the end users. So the maintenance of the system isn't entirely in the hands of the operators, right? 'Cause that's the part that they dread. And the maintenance of the system is democratized across all the users that they can teach the system, give input to the system, hone in the system in order to make it more of the DNA of the organization. >> You and I were talking before you came on this camera interview, you said playfully that the Siri for DevOps, which kind of implies, hey infrastructure, do something for me. You know, we all know Siri, so we get that. So that kind of illustrates kind of where the direction is. Explain why you say that, what does that mean? Is that like a NorthStar vision that you guys are approaching? You want to' have a state where everything's automated in it's conversational deployments, that kind of thing. And take us through why that Siri for DevOps is. >> I think it helps anchor people to what a virtual assistant is. Because when you hear virtual assistant, that can mean any one of various connotations. So the Siri is actually a conversational assistant, but it's not necessarily a virtual assistant. So what we're saying is we're anchoring people to that thought and saying, we're actually allowing it to be operational, turning complex operations into simple conversations. >> I mean basically they take the automate with voice Google search or a query, what's the score of the game? And, it also, and talking to the guy who invented Siri, I actually interviewed on theCUBE, it's a learning system. It actually learns as it gets more usage, it learns. How do you guys see that evolving in DevOps? There's a lot of jargon in DevOps, a lot of configurations, a lot of different use cases, a lot of new technologies. What's the secret sauce behind what you guys do? Is it the conversational AI, is it the machine learning, is it the data, is it the model? Take us through the secret sauce. >> In fact, it's all the above. And I don't think we're bringing any one element to the table that hasn't been explored before, hasn't been done. It's a recipe, right? You give two people the same ingredients, they can have complete different results in terms of what they come out with. We, because of our domain expertise in DevOps, because of our familiarity with developer workflows with operators, we know how to give a very well suited recipe. Five course meal, hopefully with Michelin stars as part of that. So a few things, maybe a few of the secret sauce element, conversational AI, the ability to essentially go and extract the intent of the user, so that if we're missing context, the system is smart enough to go and to get that feedback and to essentially feed itself into that model. >> Someone might say, hey, you know, conversational AI, that was yesterday's trend, it never happened. It was kind of weak, chat bots were lame. What's different now and with you guys, and the market, that makes a redo or a second shot at this, a second bite at the apple, as they say. What do you guys see? 'Cause you know, I would argue that it's, you know, it's still early, real early. >> Certainly. >> How do you guys view that? How would you handle that objection? >> It's a fair question. I wasn't around the first time around to tell you what didn't work. I'm not afraid to share that the feedback that we're getting is phenomenal. People understand that we're actually customizing the workflows, the intent based operations to really help hone in on the dark spots. We call it last mile, you know, bottlenecks. And that's really where we're helping. We're helping in a way tribalize internal knowledge that typically hasn't been documented because it's painful enough to where people care about it but not painful enough to where you're going to' go and sit down an entire day and document it. And that's essentially what the virtual assistant can do. It can go and get into those crevices and help document, and operationalize all of those toils. And into workflows. >> Yeah, I mean some will call it grunt work, or low level work. And I think the automation is interesting. I think we're seeing this in a lot of these high scale situations where the talented hard to hire person is hired to do, say, things that were hard to do, but now harder things are coming around the corner. So, you know, serverless is great and all this is good, but it doesn't make the complexity go away. As these inflection points continue to drive more scale, the complexity kind of grows, but at the same time so is the ability to abstract away the complexity. So you're starting to see the smart, hired guns move to higher, bigger problems. And the automation seems to take the low level kind of like capabilities or the toil, or the grunt work, or the low level tasks that, you know, you don't want a high salaried person doing. Or I mean it's not so much that they don't want to' do it, they'll take one for the team, as you said, or take it on the chin, but there's other things to work on. >> I want to add one more thing, 'cause this goes into essentially what you just said. Think about it's not the virtual system, what it gives you is not just the intent and that's one element of it, is the ability to carry your operations with you to the place where you're not breaking your workflows, you're actually comfortable operating. So the virtual assistant lives inside of a command line interface, it lives inside of chat like Slack, and Teams, and Mattermost, and so forth. It also lives within a low-code editor. So we're not forcing anyone to use uncomfortable language or operations if they're not comfortable with. It's almost like Siri, it travels in your mobile phone, it's on your laptop, it's with you everywhere. >> It makes total sense. And the reason why I like this, and I want to' get your reaction on this because we've done a lot of interviews with DevOps, we've met at every CubeCon since it started, and Kubernetes kind of highlights the value of the containers at the orchestration level. But what's really going on is the DevOps developers, and the CICD pipeline, with infrastructure's code, they're basically have a infrastructure configuration at their disposal all the time. And all the ops challenges have been around that, the repetitive mundane tasks that most people do. There's like six or seven main use cases in DevOps. So the guardrails just need to be set. So it sounds like you guys are going down the road of saying, hey here's the use cases you can bounce around these use cases all day long. And just keep doing your jobs cause they're bolting on infrastructure to every application. >> There's one more element to this that we haven't really touched on. It's not just workflows and use cases, but it's also knowledge, right? Tribal knowledge, like you asked me for an example. You can type or talk to the assistant and ask, "How much am I spending on AWS, on US East 1, on so and so customer environment last week?", and it will know how to give you that information. >> Can I ask, should I buy a reserve instances or not? Can I ask that question? 'Cause there's always good trade offs between buying the reserve instances. I mean that's kind of the thing that. >> This is where our ecosystem actually comes in handy because we're not necessarily going to' go down every single domain and try to be the experts in here. We can tap into the partnerships, API, we have full extensibility in API and the software development kit that goes into. >> It's interesting, opinionated and declarative are buzzwords in developer language. So you started to get into this editorial thing. So I can bring up an example. Hey cube, implement the best service mesh. What answer does it give you? 'Cause there's different choices. >> Well this is actually where the operator, there's clearly guard rails. Like you can go and say, I want to' spin up a machine, and it will give you all of the machines on AWS. Doesn't mean you have to get the X one, that's good for a SAP environment. You could go and have guardrails in place where only the ones that are relevant to your team, ones that have resources and budgetary, you know, guidelines can be. So, the operator still has all the control. >> It was kind of tongue in cheek around the editorialized, but actually the answer seems to be as you're saying, whatever the customer decided their service mesh is. So I think this is where it gets into as an assistant to architecting and operating, that seems to be the real value. >> Now code snippets is a different story because that goes on to the web, that goes onto stock overflow, and that's actually one of the things. So inside the CLI, you could actually go and ask for code snippets and we could actually go and populate that, it's a smart CLI. So that's actually one of the things that are an added value of that. >> I was saying to a friend and we were talking about open source and how when I grew up, there was no open source. If you're a developer now, I mean there's so much code, it's not so much coding anymore as it is connecting and integrating. >> Certainly. >> And writing glue layers, if you will. I mean there's still code, but it's not, you don't have to build it from scratch. There's so much code out there. This low-code notion of a smart system is interesting 'cause it's very matrix like. It can build its own code. >> Yes, but I'm also a little wary with low-code and no code. I think part of the problem is we're so constantly focused on categories and categorizing ourselves, and different categories take on a life of their own. So low-code no code is not necessarily, even though we have the low-code editor, we're not necessarily considering ourselves low-code. >> Serverless, no code, low-code. I was so thrown on a term the other day, architecture-less. As a joke, no we don't need architecture. >> There's a use case around that by the way, yeah, we do. Show me my AWS architecture and it will build the architect diagram for you. >> Again, serverless architect, this is all part of infrastructure's code. At the end of the day, the developer has infrastructure with code. Again, how they deploy it is the neuron. That's what we've been striving for. >> But infrastructure is code. You can destroy, you know, terraform, you can go and create one. It's not necessarily going to' operate it for you. That's kind of where this comes in on top of that. So it's really complimentary to infrastructure. >> So final question, before we get into the origination story, data and security are two hot areas we're seeing fill the IT gap, that has moved into the developer role. IT is essentially provisioned by developers now, but the OP side shifted to large scale SRE like environments, security and data are critical. What's your opinion on those two things? >> I agree. Do you want me to give you the normal data as gravity? >> So you agree that IT is now, is kind of moved into the developer realm, but the new IT is data ops and security ops basically. >> A hundred percent, and the lines are so blurred. Like who's what in today's world. I mean, I can tell you, I have customers who call themselves five different roles in the same day. So it's, you know, at the end of the day I call 'em operators 'cause I don't want to offend anybody because that's just the way it is. >> Architectural-less, we're going to' come back to that. Well, I know we're going to' see you at CubeCon. >> Yes. >> We should catch up there and talk more. I'm looking forward to seeing how you guys get the feedback from the marketplace. It should be interesting to hear, the curious question I have for you is, what was the origination story? Why did you guys come together, was it a shared problem? Was it a big market opportunity? Was it an itch you guys were scratching? Did you feel like you needed to come together and start this company? What was the real vision behind the origination? Take a take a minute to explain the story. >> No, absolutely. So I've been living in Palo Alto for the last couple years. Previous, also a founder. So, you know, from my perspective, I always saw myself getting back in the game. Spent a few years in AWS essentially managing partnerships for tier one DevOps partners, you know, all of the known players. Some in public, some of them not. And really the itch was there, right. I saw what everyone's doing. I started seeing consistency in the pains that I was hearing back, in terms of what hasn't been solved. So I already had an opinion where I wanted to go. And when I was visiting actually Israel with the family, I was introduced by a mutual friend to Shaked, Shaked Askayo, my co-founder and CTO. Amazing guy, unbelievable technologists, probably one the most, you know, impressive folks I've had a chance to work with. And he actually solved a very similar problem, you know, in his own way in a previous company, BlueVine, a FinTech company where he was head of SRE, having to, essentially, oversee 200 developers in a very small team. The ratio was incongruent to what the SRE guideline would tell. >> That's more than 10 x rate developer. >> Oh, absolutely. Sure enough. And just imagine it's four different time zones. He finishes day shift and you already had the US team coming, asking for a question. He said, this is kind of a, >> Got to' clone himself, basically. >> Well, yes. He essentially said to me, I had no day, I had no life, but I had Corona, I had COVID, which meant I could work from home. And I essentially programed myself in the form of a bot. Essentially, when people came to him, he said, "Don't talk to me, talk to the bot". Now that was a different generation. >> Just a trivial example, but the idea was to automate the same queries all the time. There's an answer for that, go here. And that's the benefit of it. >> Yes, so he was able to see how easy it was to solve, I mean, how effective it was solving 70% of the toil in his organization. Scaling his team, froze the headcount and the developer team kept on going. So that meant that he was doing some right. >> When you have a problem, and you need to solve it, the creativity comes out of the woodwork, you know, invention is the mother of necessity. So final question for you, what's next? Got the launch, what are you guys hope to do over the next six months to a year, hiring? Put a plug in for the company. What are you guys looking to do? Take a minute to share the future vision and get a plug in. >> A hundred percent. So, Kubiya, as you can imagine, announcing ourselves at CubeCon, so in a couple weeks. Opening the gates towards the public beta and NGA in the next couple months. Essentially working with dozens of customers, Aston Martin, and business earn in. We have quite a few, our website's full of quotes. You can go ahead. But effectively we're looking to go and to bring the next operator, generation of operators, who value their time, who value the, essentially, the value of tribal knowledge that travels between organizations that could be essentially shared. >> How many customers do you guys have in your pre-launch? >> It's above a dozen. Without saying, because we're actually looking to onboard 10 more next week. So that's just an understatement. It changes from day to day. >> What's the number one thing people are saying about you? >> You got that right. I know it's, I'm trying to be a little bit more, you know. >> It's okay, you can be cocky, startups are good. But I mean they're obviously, they're using the product and you're getting good feedback. Saving time, are they saying this is a dream product? Got it right, what are some of the things? >> I think anybody who doesn't feel the pain won't know, but the folks who are in the trenches, or feeling the pain, or experiencing this toil, who know what this means, they said, "You're doing this different, you're doing this right. You architected it right. You know exactly what the developer workflows," you know, where all the areas, you know, where all the skeletons are hidden within that. And you're attending to that. So we're happy about that. >> Everybody wants to clone themselves, again, the tribal knowledge. I think this is a great example of where we see the world going. Make things autonomous, operationally automated for the use cases you know are lock solid. Why wouldn't you just deploy? >> Exactly, and we have a very generous free tier. People can, you know, there's a plugin, you can sign up for free until the end of the year. We have a generous free tier. Yeah, free forever tier, as well. So we're looking for people to try us out and to give us feedback. >> I think the self-service, I think the point is, we've talked about it on the Cube at our events, everyone says the same thing. Every developer wants self-service, period. Full stop, done. >> What they don't say is they need somebody to help them babysit to make sure they're doing it right. >> The old dashboard, green, yellow, red. >> I know it's an analogy that's not related, but have you been to Whole Foods? Have you gone through their self-service line? That's the beauty of it, right? Having someone in a loop helping you out throughout the time. You don't get confused, if something's not working, someone's helping you out, that's what people want. They want a human in the loop, or a human like in the loop. We're giving that next best thing. >> It's really the ratio, it's scale. It's a scaling. It's force multiplier, for sure. Amit, thanks for coming on, congratulations. >> Thank you so much. >> See you at KubeCon. Thanks for coming in, sharing the story. >> KubiyaCon. >> CubeCon. Cube in Hebrew, Kubiya. Founder, co-founder and CEO here, sharing the story in the launch. Conversational AI for DevOps, the theory of DevOps, really kind of changing the game, bringing efficiency, solving a lot of the pain points of large scale infrastructure. This is theCUBE, CUBE conversation, I'm John Furrier, thanks for watching. (upbeat electronic music)

Published Date : Oct 18 2022

SUMMARY :

on the startup launch We've never seen the Cube so there's a dual meaning to this event. I can interact with some, you know, but also the added value of the conversational AI. a lot of the key successes in DevOps. a lot of the toil that they're What's the product choice there? We have the classic, Multi-Tenancy SAAS, So primary cloud, So let's get into the call it the top down. So you're absolutely I mean, the developers want self-service. Do you mind if I take a step back So the operators in this keep the lights on, this is of the promise of what SRE all of the answers they require, experience into the We're converting operational take me through an example. So imagine the following scenario. Is that the unique flavor here? that the end nodes help the Siri for DevOps, So the Siri is actually a is it the data, is it the model? the system is smart enough to a second bite at the apple, as they say. on the dark spots. And the automation seems to it, is the ability to carry So the guardrails just need to be set. the assistant and ask, I mean that's kind of the thing that. and the software development implement the best service mesh. of the machines on AWS. but actually the answer So inside the CLI, you could actually go I was saying to a And writing glue layers, if you will. So low-code no code is not necessarily, I was so thrown on a term the around that by the way, At the end of the day, You can destroy, you know, terraform, that has moved into the developer role. the normal data as gravity? is kind of moved into the developer realm, in the same day. to' see you at CubeCon. the curious question I have for you is, And really the itch was there, right. the US team coming, asking for a question. myself in the form of a bot. And that's the benefit of it. and the developer team kept on going. of the woodwork, you know, and NGA in the next couple months. It changes from day to day. bit more, you know. It's okay, you can be but the folks who are in the for the use cases you know are lock solid. and to give us feedback. everyone says the same thing. need somebody to help them That's the beauty of it, right? It's really the ratio, it's scale. Thanks for coming in, sharing the story. sharing the story in the launch.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
JohnPERSON

0.99+

John FurrierPERSON

0.99+

70%QUANTITY

0.99+

SiriTITLE

0.99+

sixQUANTITY

0.99+

AWSORGANIZATION

0.99+

AmitPERSON

0.99+

Tel AvivLOCATION

0.99+

Amit GovrinPERSON

0.99+

Palo AltoLOCATION

0.99+

Amit Eyal GovrinPERSON

0.99+

two daysQUANTITY

0.99+

10QUANTITY

0.99+

200 developersQUANTITY

0.99+

Palo Alto, CaliforniaLOCATION

0.99+

Bay AreaLOCATION

0.99+

two peopleQUANTITY

0.99+

IsraelLOCATION

0.99+

Aston MartinORGANIZATION

0.99+

last weekDATE

0.99+

Whole FoodsORGANIZATION

0.99+

two thingsQUANTITY

0.99+

next weekDATE

0.99+

firstQUANTITY

0.99+

KubiyaORGANIZATION

0.99+

SREORGANIZATION

0.99+

KubeConEVENT

0.99+

BlueVineORGANIZATION

0.99+

EC2TITLE

0.99+

DevOpsTITLE

0.98+

five different rolesQUANTITY

0.98+

Five courseQUANTITY

0.98+

oneQUANTITY

0.98+

KubiyaPERSON

0.98+

first timeQUANTITY

0.97+

KubiyaConEVENT

0.97+

second shotQUANTITY

0.96+

yesterdayDATE

0.96+

hundred percentQUANTITY

0.96+

one elementQUANTITY

0.96+

KubConEVENT

0.96+

one more elementQUANTITY

0.96+

second biteQUANTITY

0.95+

both perspectivesQUANTITY

0.95+

GartnerORGANIZATION

0.95+

GoogleORGANIZATION

0.95+

HebrewOTHER

0.94+

NorthStarORGANIZATION

0.94+

Shaked AskayoPERSON

0.94+

CubeORGANIZATION

0.93+

ShakedPERSON

0.93+

theCUBE StudiosORGANIZATION

0.93+

dozens of customersQUANTITY

0.93+

CoronaORGANIZATION

0.92+

DevSecOpsTITLE

0.92+

theCUBEORGANIZATION

0.92+

above a dozenQUANTITY

0.91+

OneQUANTITY

0.9+

more than 10 xQUANTITY

0.9+

Siri for DevOpsTITLE

0.9+

cubePERSON

0.9+

US East 1LOCATION

0.89+

280QUANTITY

0.89+

CubeConEVENT

0.88+

two hot areasQUANTITY

0.87+

todayDATE

0.87+

seven main use casesQUANTITY

0.84+

USLOCATION

0.84+

MichelinTITLE

0.83+

a yearQUANTITY

0.83+

David Flynn Supercloud Audio


 

>> From every ISV to solve the problems. You want there to be tools in place that you can use, either open source tools or whatever it is that help you build it. And slowly over time, that building will become easier and easier. So my question to you was, where do you see you playing? Do you see yourself playing to ISVs as a set of tools, which will make their life a lot easier and provide that work? >> Absolutely. >> If they don't have, so they don't have to do it. Or you're providing this for the end users? Or both? >> So it's a progression. If you go to the ISVs first, you're doomed to starved before you have time for that other option. >> Yeah. >> Right? So it's a question of phase, the phasing of it. And also if you go directly to end users, you can demonstrate the power of it and get the attention of the ISVs. I believe that the ISVs, especially those with the biggest footprints and the most, you know, coveted estates, they have already made massive investments at trying to solve decentralization of their software stack. And I believe that they have used it as a hook to try to move to a software as a service model and rope people into leasing their infrastructure. So if you look at the clouds that have been propped up by Autodesk or by Adobe, or you name the company, they are building proprietary makeshift solutions for decentralizing or hybrid clouding. Or maybe they're not even doing that at all and all they're is saying hey, if you want to get location agnosticness, then what you should just, is just move into our cloud. >> Right. >> And then they try to solve on the background how to decentralize it between different regions so they can have decent offerings in each region. But those who are more advanced have already made larger investments and will be more averse to, you know, throwing that stuff away, all of their makeshift machinery away, and using a platform that gives them high performance parallel, low level file system access, while at the same time having metadata-driven, you know, policy-based, intent-based orchestration to manage the diffusion of data across a decentralized infrastructure. They are not going to be as open because they've made such an investment and they're going to look at how do they monetize it. So what we have found with like the movie studios who are using us already, many of the app they're using, many of those software offerings, the ISVs have their own cloud that offers that software for the cloud. But what we got when I asked about this, 'cause I was dealt specifically into this question because I'm very interested to know how we're going to make that leap from end user upstream into the ISVs where I believe we need to, and they said, look, we cannot use these software ISV-specific SAS clouds for two reasons. Number one is we lose control of the data. We're giving it to them. That's security and other issues. And here you're talking about we're doing work for Disney, we're doing work for Netflix, and they're not going to let us put our data on those software clouds, on those SAS clouds. Secondly, in any reasonable pipeline, the data is shared by many different applications. We need to be agnostic as to the application. 'Cause the inputs to one application, you know, the output for one application provides the input to the next, and it's not necessarily from the same vendor. So they need to have a data platform that lets them, you know, go from one software stack, and you know, to run it on another. Because they might do the rendering with this and yet, they do the editing with that, and you know, et cetera, et cetera. So I think the further you go up the stack in the structured data and dedicated applications for specific functions in specific verticals, the further up the stack you go, the harder it is to justify a SAS offering where you're basically telling the end users you need to park all your data with us and then you can run your application in our cloud and get this. That ultimately is a dead end path versus having the data be open and available to many applications across this supercloud layer. >> Okay, so-- >> Is that making any sense? >> Yes, so if I could just ask a clarifying question. So, if I had to take Snowflake as an example, I think they're doing exactly what you're saying is a dead end, put everything into our proprietary system and then we'll figure out how to distribute it. >> Yeah. >> And and I think if you're familiar with Zhamak Dehghaniis' data mesh concept. Are you? >> A little bit, yeah. >> But in her model, Snowflake, a Snowflake warehouse is just a node on the mesh and that mesh is-- >> That's right. >> Ultimately the supercloud and you're an enabler of that is what I'm hearing. >> That's right. What they're doing up at the structured level and what they're talking about at the structured level we're doing at the underlying, unstructured level, which by the way has implications for how you implement those distributed database things. In other words, implementing a Snowflake on top of Hammerspace would have made building stuff like in the first place easier. It would allow you to easily shift and run the database engine anywhere. You still have to solve how to shard and distribute at the transaction layer above, so I'm not saying we're a substitute for what you need to do at the app layer. By the way, there is another example of that and that's Microsoft Office, right? It's one thing to share that, to have a file share where you can share all the docs. It's something else to have Word and PowerPoint, Excel know how to allow people to be simultaneously editing the same doc. That's always going to happen in the app layer. But not all applications need that level of, you know, in-app decentralization. You know, many of them, many workflows are pipelined, especially the ones that are very data intensive where you're doing drug discovery or you're doing rendering, or you're doing machine learning training. These things are human in the loop with large stages of processing across tens of thousands of cores. And I think that kind of data processing pipeline is what we're focusing on first. Not so much the Microsoft Office or the Snowflake, you know, parking a relational database because that takes a lot of application layer stuff and that's what they're good at. >> Right. >> But I think... >> Go ahead, sorry. >> Later entrance in these markets will find Hammerspace as a way to accelerate their work so they can focus more narrowly on just the stuff that's app-specific, higher level sharing in the app. >> Yes, Snowflake founders-- >> I think it might be worth mentioning also, just keep this confidential guys, but one of our customers is Blue Origin. And one of the things that we have found is kind of the point of what you're talking about with our customers. They're needing to build this and since it's not commercially available or they don't know where to look for it to be commercially available, they're all building themselves. So this layer is needed. And Blue is just one of the examples of quite a few we're now talking to. And like manufacturing, HPC, research where they're out trying to solve this problem with their own scripting tools and things like that. And I just, I don't know if there's anything you want to add, David, but you know, but there's definitely a demand here and customers are trying to figure out how to solve it beyond what Hammerspace is doing. Like the need is so great that they're just putting developers on trying to do it themselves. >> Well, and you know, Snowflake founders, they didn't have a Hammerspace to lean on. But, one of the things that's interesting about supercloud is we feel as though industry clouds will emerge, that as part of company's digital transformations, they will, you know, every company's a software company, they'll begin to build their own clouds and they will be able to use a Hammerspace to do that. >> A super pass layer. >> Yes. It's really, I don't know if David's speaking, I don't want to speak over him, but we can't hear you. May be going through a bad... >> Well, a regional, regional talks that make that possible. And so they're doing these render farms and editing farms, and it's a cloud-specific to the types of workflows in the median entertainment world. Or clouds specifically to workflows in the chip design world or in the drug and bio and life sciences exploration world. There are large organizations that are kind of a blend of end users, like the Broad, which has their own kind of cloud where they're asking collaborators to come in and work with them. So it starts to even blur who's an end user versus an ISV. >> Yes. >> Right? When you start talking about the massive data is the main gravity is to having lots of people participate. >> Yep, and that's where the value is. And that's where the value is. And this is a megatrend that we see. And so it's really important for us to get to the point of what is and what is not a supercloud and, you know, that's where we're trying to evolve. >> Let's talk about this for a second 'cause I want to, I want to challenge you on something and it's something that I got challenged on and it has led me to thinking differently than I did at first, which Molly can attest to. Okay? So, we have been looking for a way to talk about the concept of cloud of utility computing, run anything anywhere that isn't addressed in today's realization of cloud. 'Cause today's cloud is not run anything anywhere, it's quite the opposite. You park your data in AWS and that's where you run stuff. And you pretty much have to. Same with with Azure. They're using data gravity to keep you captive there, just like the old infrastructure guys did. But now it's even worse because it's coupled back with the software to some degree, as well. And you have to use their storage, networking, and compute. It's not, I mean it fell back to the mainframe era. Anyhow, so I love the concept of supercloud. By the way, I was going to suggest that a better term might be hyper cloud since hyper speaks to the multidimensionality of it and the ability to be in a, you know, be in a different dimension, a different plane of existence kind of thing like hyperspace. But super and hyper are somewhat synonyms. I mean, you have hyper cars and you have super cars and blah, blah, blah. I happen to like hyper maybe also because it ties into the whole Hammerspace notion of a hyper-dimensional, you know, reality, having your data centers connected by a wormhole that is Hammerspace. But regardless, what I got challenged on is calling it something different at all versus simply saying, this is what cloud has always meant to be. This is the true cloud, this is real cloud, this is cloud. And I think back to what happened, you'll remember, at Fusion IO we talked about IO memory and we did that because people had a conceptualization of what an SSD was. And an SSD back then was low capacity, low endurance, made to go military, aerospace where things needed to be rugged but was completely useless in the data center. And we needed people to imagine this thing as being able to displace entire SAND, with the kind of capacity density, performance density, endurance. And so we talked IO memory, we could have said enterprise SSD, and that's what the industry now refers to for that concept. What will people be saying five and 10 years from now? Will they simply say, well this is cloud as it was always meant to be where you are truly able to run anything anywhere and have not only the same APIs, but you're same data available with high performance access, all forms of access, block file and object everywhere. So yeah. And I wonder, and this is just me throwing it out there, I wonder if, well, there's trade offs, right? Giving it a new moniker, supercloud, versus simply talking about how cloud is always intended to be and what it was meant to be, you know, the real cloud or true cloud, there are trade-offs. By putting a name on it and branding it, that lets people talk about it and understand they're talking about something different. But it also is that an affront to people who thought that that's what they already had. >> What's different, what's new? Yes, and so we've given a lot of thought to this. >> Right, it's like you. >> And it's because we've been asked that why does the industry need a new term, and we've tried to address some of that. But some of the inside baseball that we haven't shared is, you remember the Web 2.0, back then? >> Yep. >> Web 2.0 was the same thing. And I remember Tim Burners Lee saying, "Why do we need Web 2.0? "This is what the Web was always supposed to be." But the truth is-- >> I know, that was another perfect-- >> But the truth is it wasn't, number one. Number two, everybody hated the Web 2.0 term. John Furrier was actually in the middle of it all. And then it created this groundswell. So one of the things we wrote about is that supercloud is an evocative term that catalyzes debate and conversation, which is what we like, of course. And maybe that's self-serving. But yeah, HyperCloud, Metacloud, super, meaning, it's funny because super came from Latin supra, above, it was never the superlative. But the superlative was a convenient byproduct that caused a lot of friction and flack, which again, in the media business is like a perfect storm brewing. >> The bad thing to have to, and I think you do need to shake people out of their, the complacency of the limitations that they're used to. And I'll tell you what, the fact that you even have the terms hybrid cloud, multi-cloud, private cloud, edge computing, those are all just referring to the different boundaries that isolate the silo that is the current limited cloud. >> Right. >> So if I heard correctly, what just, in terms of us defining what is and what isn't in supercloud, you would say traditional applications which have to run in a certain place, in a certain cloud can't run anywhere else, would be the stuff that you would not put in as being addressed by supercloud. And over time, you would want to be able to run the data where you want to and in any of those concepts. >> Or even modern apps, right? Or even modern apps that are siloed in SAS within an individual cloud, right? >> So yeah, I guess it's twofold. Number one, if you're going at the high application layers, there's lots of ways that you can give the appearance of anything running anywhere. The ISV, the SAS vendor can engineer stuff to have the ability to serve with low enough latency to different geographies, right? So if you go too high up the stack, it kind of loses its meaning because there's lots of different ways to make due and give the appearance of omni-presence of the service. Okay? As you come down more towards the platform layer, it gets harder and harder to mask the fact that supercloud is something entirely different than just a good regionally-distributed SAS service. So I don't think you, I don't think you can distinguish supercloud if you go too high up the stack because it's just SAS, it's just a good SAS service where the SAS vendor has done the hard work to give you low latency access from different geographic regions. >> Yeah, so this is one of the hardest things, David. >> Common among them. >> Yeah, this is really an important point. This is one of the things I've had the most trouble with is why is this not just SAS? >> So you dilute your message when you go up to the SAS layer. If you were to focus most of this around the super pass layer, the how can you host applications and run them anywhere and not host this, not run a service, not have a service available everywhere. So how can you take any application, even applications that are written, you know, in a traditional legacy data center fashion and be able to run them anywhere and have them have their binaries and their datasets and the runtime environment and the infrastructure to start them and stop them? You know, the jobs, the, what the Kubernetes, the job scheduler? What we're really talking about here, what I think we're really talking about here is building the operating system for a decentralized cloud. What is the operating system, the operating environment for a decentralized cloud? Where you can, and that the main two functions of an operating system or an operating environment are the process scheduler, the thing that's scheduling what is running where and when and so forth, and the file system, right? The thing that's supplying a common view and access to data. So when we talk about this, I think that the strongest argument for supercloud is made when you go down to the platform layer and talk of it, talk about it as an operating environment on which you can run all forms of applications. >> Would you exclude--? >> Not a specific application that's been engineered as a SAS. (audio distortion) >> He'll come back. >> Are you there? >> Yeah, yeah, you just cut out for a minute. >> I lost your last statement when you broke up. >> We heard you, you said that not the specific application. So would you exclude Snowflake from supercloud? >> Frankly, I would. I would. Because, well, and this is kind of hard to do because Snowflake doesn't like to, Frank doesn't like to talk about Snowflake as a SAS service. It has a negative connotation. >> But it is. >> I know, we all know it is. We all know it is and because it is, yes, I would exclude them. >> I think I actually have him on camera. >> There's nothing in common. >> I think I have him on camera or maybe Benoit as saying, "Well, we are a SAS." I think it's Slootman. I think I said to Slootman, "I know you don't like to say you're a SAS." And I think he said, "Well, we are a SAS." >> Because again, if you go to the top of the application stack, there's any number of ways you can give it location agnostic function or you know, regional, local stuff. It's like let's solve the location problem by having me be your one location. How can it be decentralized if you're centralizing on (audio distortion)? >> Well, it's more decentralized than if it's all in one cloud. So let me actually, so the spectrum. So again, in the spirit of what is and what isn't, I think it's safe to say Hammerspace is supercloud. I think there's no debate there, right? Certainly among this crowd. And I think we can all agree that Dell, Dell Storage is not supercloud. Where it gets fuzzy is this Snowflake example or even, how about a, how about a Cohesity that instantiates its stack in different cloud regions in different clouds, and synchronizes, however magic sauce it does that. Is that a supercloud? I mean, so I'm cautious about having too strict of a definition 'cause then only-- >> Fair enough, fair enough. >> But I could use your help and thoughts on that. >> So I think we're talking about two different spectrums here. One is the spectrum of platform to application-specific. As you go up the application stack and it becomes this specific thing. Or you go up to the more and more structured where it's serving a specific application function where it's more of a SAS thing. I think it's harder to call a SAS service a supercloud. And I would argue that the reason there, and what you're lacking in the definition is to talk about it as general purpose. Okay? Now, that said, a data warehouse is general purpose at the structured data level. So you could make the argument for why Snowflake is a supercloud by saying that it is a general purpose platform for doing lots of different things. It's just one at a higher level up at the structured data level. So one spectrum is the high level going from platform to, you know, unstructured data to structured data to very application-specific, right? Like a specific, you know, CAD/CAM mechanical design cloud, like an Autodesk would want to give you their cloud for running, you know, and sharing CAD/CAM designs, doing your CAD/CAM anywhere stuff. Well, the other spectrum is how well does the purported supercloud technology actually live up to allowing you to run anything anywhere with not just the same APIs but with the local presence of data with the exact same runtime environment everywhere, and to be able to correctly manage how to get that runtime environment anywhere. So a Cohesity has some means of running things in different places and some means of coordinating what's where and of serving diff, you know, things in different places. I would argue that it is a very poor approximation of what Hammerspace does in providing the exact same file system with local high performance access everywhere with metadata ability to control where the data is actually instantiated so that you don't have to wait for it to get orchestrated. But even then when you do have to wait for it, it happens automatically and so it's still only a matter of, well, how quick is it? And on the other end of the spectrum is you could look at NetApp with Flexcache and say, "Is that supercloud?" And I would argue, well kind of because it allows you to run things in different places because it's a cache. But you know, it really isn't because it presumes some central silo from which you're cacheing stuff. So, you know, is it or isn't it? Well, it's on a spectrum of exactly how fully is it decoupling a runtime environment from specific locality? And I think a cache doesn't, it stretches a specific silo and makes it have some semblance of similar access in other places. But there's still a very big difference to the central silo, right? You can't turn off that central silo, for example. >> So it comes down to how specific you make the definition. And this is where it gets kind of really interesting. It's like cloud. Does IBM have a cloud? >> Exactly. >> I would say yes. Does it have the kind of quality that you would expect from a hyper-scale cloud? No. Or see if you could say the same thing about-- >> But that's a problem with choosing a name. That's the problem with choosing a name supercloud versus talking about the concept of cloud and how true up you are to that concept. >> For sure. >> Right? Because without getting a name, you don't have to draw, yeah. >> I'd like to explore one particular or bring them together. You made a very interesting observation that from a enterprise point of view, they want to safeguard their store, their data, and they want to make sure that they can have that data running in their own workflows, as well as, as other service providers providing services to them for that data. So, and in in particular, if you go back to, you go back to Snowflake. If Snowflake could provide the ability for you to have your data where you wanted, you were in charge of that, would that make Snowflake a supercloud? >> I'll tell you, in my mind, they would be closer to my conceptualization of supercloud if you can instantiate Snowflake as software on your own infrastructure, and pump your own data to Snowflake that's instantiated on your own infrastructure. The fact that it has to be on their infrastructure or that it's on their, that it's on their account in the cloud, that you're giving them the data and they're, that fundamentally goes against it to me. If they, you know, they would be a pure, a pure plate if they were a software defined thing where you could instantiate Snowflake machinery on the infrastructure of your choice and then put your data into that machinery and get all the benefits of Snowflake. >> So did you see--? >> In other words, if they were not a SAS service, but offered all of the similar benefits of being, you know, if it were a service that you could run on your own infrastructure. >> So did you see what they announced, that--? >> I hope that's making sense. >> It does, did you see what they announced at Dell? They basically announced the ability to take non-native Snowflake data, read it in from an object store on-prem, like a Dell object store. They do the same thing with Pure, read it in, running it in the cloud, and then push it back out. And I was saying to Dell, look, that's fine. Okay, that's interesting. You're taking a materialized view or an extended table, whatever you're doing, wouldn't it be more interesting if you could actually run the query locally with your compute? That would be an extension that would actually get my attention and extend that. >> That is what I'm talking about. That's what I'm talking about. And that's why I'm saying I think Hammerspace is more progressive on that front because with our technology, anybody who can instantiate a service, can make a service. And so I, so MSPs can use Hammerspace as a way to build a super pass layer and host their clients on their infrastructure in a cloud-like fashion. And their clients can have their own private data centers and the MSP or the public clouds, and Hammerspace can be instantiated, get this, by different parties in these different pieces of infrastructure and yet linked together to make a common file system across all of it. >> But this is data mesh. If I were HPE and Dell it's exactly what I'd be doing. I'd be working with Hammerspace to create my own data. I'd work with Databricks, Snowflake, and any other-- >> Data mesh is a good way to put it. Data mesh is a good way to put it. And this is at the lowest level of, you know, the underlying file system that's mountable by the operating system, consumed as a real file system. You can't get lower level than that. That's why this is the foundation for all of the other apps and structured data systems because you need to have a data mesh that can at least mesh the binary blob. >> Okay. >> That hold the binaries and that hold the datasets that those applications are running. >> So David, in the third week of January, we're doing supercloud 2 and I'm trying to convince John Furrier to make it a data slash data mesh edition. I'm slowly getting him to the knothole. I would very much, I mean you're in the Bay Area, I'd very much like you to be one of the headlines. As Zhamak Dehghaniis going to speak, she's the creator of Data Mesh, >> Sure. >> I'd love to have you come into our studio as well, for the live session. If you can't make it, we can pre-record. But you're right there, so I'll get you the dates. >> We'd love to, yeah. No, you can count on it. No, definitely. And you know, we don't typically talk about what we do as Data Mesh. We've been, you know, using global data environment. But, you know, under the covers, that's what the thing is. And so yeah, I think we can frame the discussion like that to line up with other, you know, with the other discussions. >> Yeah, and Data Mesh, of course, is one of those evocative names, but she has come up with some very well defined principles around decentralized data, data as products, self-serve infrastructure, automated governance, and and so forth, which I think your vision plugs right into. And she's brilliant. You'll love meeting her. >> Well, you know, and I think.. Oh, go ahead. Go ahead, Peter. >> Just like to work one other interface which I think is important. How do you see yourself and the open source? You talked about having an operating system. Obviously, Linux is the operating system at one level. How are you imagining that you would interface with cost community as part of this development? >> Well, it's funny you ask 'cause my CTO is the kernel maintainer of the storage networking stack. So how the Linux operating system perceives and consumes networked data at the file system level, the network file system stack is his purview. He owns that, he wrote most of it over the last decade that he's been the maintainer, but he's the gatekeeper of what goes in. And we have leveraged his abilities to enhance Linux to be able to use this decentralized data, in particular with decoupling the control plane driven by metadata from the data access path and the many storage systems on which the data gets accessed. So this factoring, this splitting of control plane from data path, metadata from data, was absolutely necessary to create a data mesh like we're talking about. And to be able to build this supercloud concept. And the highways on which the data runs and the client which knows how to talk to it is all open source. And we have, we've driven the NFS 4.2 spec. The newest NFS spec came from my team. And it was specifically the enhancements needed to be able to build a spanning file system, a data mesh at a file system level. Now that said, our file system itself and our server, our file server, our data orchestration, our data management stuff, that's all closed source, proprietary Hammerspace tech. But the highways on which the mesh connects are actually all open source and the client that knows how to consume it. So we would, honestly, I would welcome competitors using those same highways. They would be at a major disadvantage because we kind of built them, but it would still be very validating and I think only increase the potential adoption rate by more than whatever they might take of the market. So it'd actually be good to split the market with somebody else to come in and share those now super highways for how to mesh data at the file system level, you know, in here. So yeah, hopefully that answered your question. Does that answer the question about how we embrace the open source? >> Right, and there was one other, just that my last one is how do you enable something to run in every environment? And if we take the edge, for example, as being, as an environment which is much very, very compute heavy, but having a lot less capability, how do you do a hold? >> Perfect question. Perfect question. What we do today is a software appliance. We are using a Linux RHEL 8, RHEL 8 equivalent or a CentOS 8, or it's, you know, they're all roughly equivalent. But we have bundled and a software appliance which can be instantiated on bare metal hardware on any type of VM system from VMware to all of the different hypervisors in the Linux world, to even Nutanix and such. So it can run in any virtualized environment and it can run on any cloud instance, server instance in the cloud. And we have it packaged and deployable from the marketplaces within the different clouds. So you can literally spin it up at the click of an API in the cloud on instances in the cloud. So with all of these together, you can basically instantiate a Hammerspace set of machinery that can offer up this file system mesh. like we've been using the terminology we've been using now, anywhere. So it's like being able to take and spin up Snowflake and then just be able to install and run some VMs anywhere you want and boom, now you have a Snowflake service. And by the way, it is so complete that some of our customers, I would argue many aren't even using public clouds at all, they're using this just to run their own data centers in a cloud-like fashion, you know, where they have a data service that can span it all. >> Yeah and to Molly's first point, we would consider that, you know, cloud. Let me put you on the spot. If you had to describe conceptually without a chalkboard what an architectural diagram would look like for supercloud, what would you say? >> I would say it's to have the same runtime environment within every data center and defining that runtime environment as what it takes to schedule the execution of applications, so job scheduling, runtime stuff, and here we're talking Kubernetes, Slurm, other things that do job scheduling. We're talking about having a common way to, you know, instantiate compute resources. So a global compute environment, having a common compute environment where you can instantiate things that need computing. Okay? So that's the first part. And then the second is the data platform where you can have file block and object volumes, and have them available with the same APIs in each of these distributed data centers and have the exact same data omnipresent with the ability to control where the data is from one moment to the next, local, where all the data is instantiate. So my definition would be a common runtime environment that's bifurcate-- >> Oh. (attendees chuckling) We just lost them at the money slide. >> That's part of the magic makes people listen. We keep someone on pin and needles waiting. (attendees chuckling) >> That's good. >> Are you back, David? >> I'm on the edge of my seat. Common runtime environment. It was like... >> And just wait, there's more. >> But see, I'm maybe hyper-focused on the lower level of what it takes to host and run applications. And that's the stuff to schedule what resources they need to run and to get them going and to get them connected through to their persistence, you know, and their data. And to have that data available in all forms and have it be the same data everywhere. On top of that, you could then instantiate applications of different types, including relational databases, and data warehouses and such. And then you could say, now I've got, you know, now I've got these more application-level or structured data-level things. I tend to focus less on that structured data level and the application level and am more focused on what it takes to host any of them generically on that super pass layer. And I'll admit, I'm maybe hyper-focused on the pass layer and I think it's valid to include, you know, higher levels up the stack like the structured data level. But as soon as you go all the way up to like, you know, a very specific SAS service, I don't know that you would call that supercloud. >> Well, and that's the question, is there value? And Marianna Tessel from Intuit said, you know, we looked at it, we did it, and it just, it was actually negative value for us because connecting to all these separate clouds was a real pain in the neck. Didn't bring us any additional-- >> Well that's 'cause they don't have this pass layer underneath it so they can't even shop around, which actually makes it hard to stand up your own SAS service. And ultimately they end up having to build their own infrastructure. Like, you know, I think there's been examples like Netflix moving away from the cloud to their own infrastructure. Basically, if you're going to rent it for more than a few months, it makes sense to build it yourself, if it's at any kind of scale. >> Yeah, for certain components of that cloud. But if the Goldman Sachs came to you, David, and said, "Hey, we want to collaborate and we want to build "out a cloud and essentially build our SAS system "and we want to do that with Hammerspace, "and we want to tap the physical infrastructure "of not only our data centers but all the clouds," then that essentially would be a SAS, would it not? And wouldn't that be a Super SAS or a supercloud? >> Well, you know, what they may be using to build their service is a supercloud, but their service at the end of the day is just a SAS service with global reach. Right? >> Yeah. >> You know, look at, oh shoot. What's the name of the company that does? It has a cloud for doing bookkeeping and accounting. I forget their name, net something. NetSuite. >> NetSuite. NetSuite, yeah, Oracle. >> Yeah. >> Yep. >> Oracle acquired them, right? Is NetSuite a supercloud or is it just a SAS service? You know? I think under the covers you might ask are they using supercloud under the covers so that they can run their SAS service anywhere and be able to shop the venue, get elasticity, get all the benefits of cloud in the, to the benefit of their service that they're offering? But you know, folks who consume the service, they don't care because to them they're just connecting to some endpoint somewhere and they don't have to care. So the further up the stack you go, the more location-agnostic it is inherently anyway. >> And I think it's, paths is really the critical layer. We thought about IAS Plus and we thought about SAS Minus, you know, Heroku and hence, that's why we kind of got caught up and included it. But SAS, I admit, is the hardest one to crack. And so maybe we exclude that as a deployment model. >> That's right, and maybe coming down a level to saying but you can have a structured data supercloud, so you could still include, say, Snowflake. Because what Snowflake is doing is more general purpose. So it's about how general purpose it is. Is it hosting lots of other applications or is it the end application? Right? >> Yeah. >> So I would argue general purpose nature forces you to go further towards platform down-stack. And you really need that general purpose or else there is no real distinguishing. So if you want defensible turf to say supercloud is something different, I think it's important to not try to wrap your arms around SAS in the general sense. >> Yeah, and we've kind of not really gone, leaned hard into SAS, we've just included it as a deployment model, which, given the constraints that you just described for structured data would apply if it's general purpose. So David, super helpful. >> Had it sign. Define the SAS as including the hybrid model hold SAS. >> Yep. >> Okay, so with your permission, I'm going to add you to the list of contributors to the definition. I'm going to add-- >> Absolutely. >> I'm going to add this in. I'll share with Molly. >> Absolutely. >> We'll get on the calendar for the date. >> If Molly can share some specific language that we've been putting in that kind of goes to stuff we've been talking about, so. >> Oh, great. >> I think we can, we can share some written kind of concrete recommendations around this stuff, around the general purpose, nature, the common data thing and yeah. >> Okay. >> Really look forward to it and would be glad to be part of this thing. You said it's in February? >> It's in January, I'll let Molly know. >> Oh, January. >> What the date is. >> Excellent. >> Yeah, third week of January. Third week of January on a Tuesday, whatever that is. So yeah, we would welcome you in. But like I said, if it doesn't work for your schedule, we can prerecord something. But it would be awesome to have you in studio. >> I'm sure with this much notice we'll be able to get something. Let's make sure we have the dates communicated to Molly and she'll get my admin to set it up outside so that we have it. >> I'll get those today to you, Molly. Thank you. >> By the way, I am so, so pleased with being able to work with you guys on this. I think the industry needs it very bad. They need something to break them out of the box of their own mental constraints of what the cloud is versus what it's supposed to be. And obviously, the more we get people to question their reality and what is real, what are we really capable of today that then the more business that we're going to get. So we're excited to lend the hand behind this notion of supercloud and a super pass layer in whatever way we can. >> Awesome. >> Can I ask you whether your platforms include ARM as well as X86? >> So we have not done an ARM port yet. It has been entertained and won't be much of a stretch. >> Yeah, it's just a matter of time. >> Actually, entertained doing it on behalf of NVIDIA, but it will absolutely happen because ARM in the data center I think is a foregone conclusion. Well, it's already there in some cases, but not quite at volume. So definitely will be the case. And I'll tell you where this gets really interesting, discussion for another time, is back to my old friend, the SSD, and having SSDs that have enough brains on them to be part of that fabric. Directly. >> Interesting. Interesting. >> Very interesting. >> Directly attached to ethernet and able to create a data mesh global file system, that's going to be really fascinating. Got to run now. >> All right, hey, thanks you guys. Thanks David, thanks Molly. Great to catch up. Bye-bye. >> Bye >> Talk to you soon.

Published Date : Oct 5 2022

SUMMARY :

So my question to you was, they don't have to do it. to starved before you have I believe that the ISVs, especially those the end users you need to So, if I had to take And and I think Ultimately the supercloud or the Snowflake, you know, more narrowly on just the stuff of the point of what you're talking Well, and you know, Snowflake founders, I don't want to speak over So it starts to even blur who's the main gravity is to having and, you know, that's where to be in a, you know, a lot of thought to this. But some of the inside baseball But the truth is-- So one of the things we wrote the fact that you even have that you would not put in as to give you low latency access the hardest things, David. This is one of the things I've the how can you host applications Not a specific application Yeah, yeah, you just statement when you broke up. So would you exclude is kind of hard to do I know, we all know it is. I think I said to Slootman, of ways you can give it So again, in the spirit But I could use your to allowing you to run anything anywhere So it comes down to how quality that you would expect and how true up you are to that concept. you don't have to draw, yeah. the ability for you and get all the benefits of Snowflake. of being, you know, if it were a service They do the same thing and the MSP or the public clouds, to create my own data. for all of the other apps and that hold the datasets So David, in the third week of January, I'd love to have you come like that to line up with other, you know, Yeah, and Data Mesh, of course, is one Well, you know, and I think.. and the open source? and the client which knows how to talk and then just be able to we would consider that, you know, cloud. and have the exact same data We just lost them at the money slide. That's part of the I'm on the edge of my seat. And that's the stuff to schedule Well, and that's the Like, you know, I think But if the Goldman Sachs Well, you know, what they may be using What's the name of the company that does? NetSuite, yeah, Oracle. So the further up the stack you go, But SAS, I admit, is the to saying but you can have a So if you want defensible that you just described Define the SAS as including permission, I'm going to add you I'm going to add this in. We'll get on the calendar to stuff we've been talking about, so. nature, the common data thing and yeah. to it and would be glad to have you in studio. and she'll get my admin to set it up I'll get those today to you, Molly. And obviously, the more we get people So we have not done an ARM port yet. because ARM in the data center I think is Interesting. that's going to be really fascinating. All right, hey, thanks you guys.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
DavidPERSON

0.99+

SlootmanPERSON

0.99+

NetflixORGANIZATION

0.99+

AdobeORGANIZATION

0.99+

MollyPERSON

0.99+

Marianna TesselPERSON

0.99+

DellORGANIZATION

0.99+

NVIDIAORGANIZATION

0.99+

FrankPERSON

0.99+

DisneyORGANIZATION

0.99+

Goldman SachsORGANIZATION

0.99+

IBMORGANIZATION

0.99+

JanuaryDATE

0.99+

John FurrierPERSON

0.99+

FebruaryDATE

0.99+

PeterPERSON

0.99+

Zhamak DehghaniisPERSON

0.99+

HammerspaceORGANIZATION

0.99+

WordTITLE

0.99+

AWSORGANIZATION

0.99+

RHEL 8TITLE

0.99+

OracleORGANIZATION

0.99+

BenoitPERSON

0.99+

ExcelTITLE

0.99+

secondQUANTITY

0.99+

AutodeskORGANIZATION

0.99+

CentOS 8TITLE

0.99+

David FlynnPERSON

0.99+

oneQUANTITY

0.99+

DatabricksORGANIZATION

0.99+

HPEORGANIZATION

0.99+

PowerPointTITLE

0.99+

first pointQUANTITY

0.99+

bothQUANTITY

0.99+

TuesdayDATE

0.99+

SnowflakeORGANIZATION

0.99+

first partQUANTITY

0.99+

todayDATE

0.99+

each regionQUANTITY

0.98+

LinuxTITLE

0.98+

OneQUANTITY

0.98+

IntuitORGANIZATION

0.98+

Tim Burners LeePERSON

0.98+

Zhamak Dehghaniis'PERSON

0.98+

Blue OriginORGANIZATION

0.98+

Bay AreaLOCATION

0.98+

two reasonsQUANTITY

0.98+

eachQUANTITY

0.98+

one applicationQUANTITY

0.98+

SnowflakeTITLE

0.98+

firstQUANTITY

0.98+

more than a few monthsQUANTITY

0.97+

SASORGANIZATION

0.97+

ARMORGANIZATION

0.97+

MicrosoftORGANIZATION

0.97+

Chris Thomas & Rob Krugman | AWS Summit New York 2022


 

(calm electronic music) >> Okay, welcome back everyone to theCUBE's coverage here live in New York City for AWS Summit 2022. I'm John Furrier, host of theCUBE, but a great conversation here as the day winds down. First of all, 10,000 plus people, this is a big event, just New York City. So sign of the times that some headwinds are happening? I don't think so, not in the cloud enterprise innovation game. Lot going on, this innovation conversation we're going to have now is about the confluence of cloud scale integration data and the future of how FinTech and other markets are going to change with technology. We got Chris Thomas, the CTO of Slalom, and Rob Krugman, chief digital officer at Broadridge. Gentlemen, thanks for coming on theCUBE. >> Thanks for having us. >> So we had a talk before we came on camera about your firm, what you guys do, take a quick minute to just give the scope and size of your firm and what you guys work on. >> Yeah, so Broadridge is a global financial FinTech company. We work on, part of our business is capital markets and wealth, and that's about a third of our business, about $7 trillion a day clearing through our platforms. And then the other side of our business is communications where we help all different types of organizations communicate with their shareholders, communicate with their customers across a variety of different digital channels and capabilities. >> Yeah, and Slalom, give a quick one minute on Slalom. I know you guys, but for the folks that don't know you. >> Yeah, no problem. So Slalom is a modern consulting firm focused on strategy, technology, and business transformation. And me personally, I'm part of the element lab, which is focused on forward thinking technology and disruptive technology in the next five to 10 years. >> Awesome, and that's the scope of this conversation. The next five to 10 years, you guys are working on a project together, you're kind of customer partners. You're building something. What are you guys working on? I can't wait to jump into it, explain. >> Sure, so similar to Chris, at Broadridge, we've created innovation capability, innovation incubation capability, and one of the first areas we're experimenting in is digital assets. So what we're looking to do is we're looking at a variety of different areas where we think consolidation network effects that we could bring can add a significant amount of value. And so the area we're working on is this concept of a wallet of wallets. How do we actually consolidate assets that are held across a variety of different wallets, maybe traditional locations- >> Digital wallets. >> Digital wallets, but maybe even traditional accounts, bring that together and then give control back to the consumer of who they want to share that information with, how they want their transactions to be able to control. So the idea of, people talk about Web 3 being the internet of value. I often think about it as the internet of control. How do you return control back to the individual so that they can make decisions about how and who has access to their information and assets? >> It's interesting, I totally like the value angle, but your point is what's the chicken and the egg here, the cart before the horse, you can look at it both ways and say, okay, control is going to drive the value. This is an interesting nuance, right? >> Yes, absolutely. >> So in this architectural world, they thought about the data plane and the control plane. Everyone's trying to go old school, middleware thinking. Let's own the data plane, we'll win everything. Not going to happen if it goes decentralized, right, Chris? >> Yeah, yeah. I mean, we're building a decentralized application, but it really is built on top of AWS. We have a serverless architecture that scales as our business scales built on top of things like S3, Lambda, DynamoDB, and of course using those security principles like Cognito and AWS Gateway, API Gateway. So we're really building an architecture of Web 3 on top of the Web 2 basics in the cloud. >> I mean, all evolutions are abstractions on top of each other, IG, DNS, Key, it goes the whole nine yards. In digital, at least, that's the way. Question about serverless real quick. I saw that Redshift just launched general availability of serverless in Redshift? >> Yes. >> You're starting to see the serverless now part of almost all the services in AWS. Is that enabling that abstraction, because most people don't see it that way. They go, oh, well, Amazon's not Web 3. They got databases, you could use that stuff. So how do you connect the dots and cross the bridge to the future with the idea that I might not think Web 2 or cloud is Web 3? >> I'll jump in quick. I mean, I think it's the decentralize. If you think about decentralization. serverless and decentralization, you could argue are the same way of, they're saying the same thing in different ways. One is thinking about it from a technology perspective. One is thinking about it from an ecosystem perspective and how things come together. You need serverless components that can talk to each other and communicate with each other to actually really reach the promise of what Web 3 is supposed to be. >> So digital bits or digital assets, I call it digital bits, 'cause I think zero ones. If you digitize everything and everything has value or now control drives the value. I could be a soccer team. I have apparel, I have value in my logos, I have photos, I have CUBE videos. I mean some say that this should be an NFT. Yeah, right, maybe, but digital assets have to be protected, but owned. So ownership drives it too, right? >> Absolutely. >> So how does that fit in, how do you explain that? 'Cause I'm trying to tie the dots here, connect the dots and tie it together. What do I get if I go down this road that you guys are building? >> So I think one of the challenges of digital assets right now is that it's a closed community. And I think the people that play in it, they're really into it. And so you look at things like NFTs and you look at some of the other activities that are happening and there are certain naysayers that look at it and say, this stuff is not based upon value. It's a bunch of artwork, it can't be worth this. Well, how about we do a time out there and we actually look at the underlying technology that's supporting this, the blockchain, and the potential ramifications of that across the entire financial ecosystem, and frankly, all different types of ecosystems of having this immutable record, where information gets stored and gets sent and the ability to go back to it at all times, that's where the real power is. So I think we're starting to see. We've hit a bit of a hiccup, if you will, in the cryptocurrencies. They're going to continue to be there. They won't all be there. A lot of them will probably disappear, but they'll be a finite number. >> What percentage of stuff do you think is vapor BS? If you had to pick an order of magnitude number. >> (laughs) I would say at least 75% of it. (John laughs) >> I mean, there's quite a few projects that are failing right now, but it's interesting in that in the crypto markets, they're failing gracefully. Because it's on the blockchain and it's all very transparent. Things are checked, you know immediately which companies are insolvent and which opportunities are still working. So it's very, very interesting in my opinion. >> Well, and I think the ones that don't have valid premises are the ones that are failing. Like Terra and some of these other ones, if you actually really looked at it, the entire industry knew these things were no good. But then you look at stable coins. And you look at what's going on with CBDCs. These are backed by real underlying assets that people can be comfortable with. And there's not a question of, is this going to happen? The question is, how quickly is it going to happen and how quickly are we going to be using digital currencies? >> It's interesting, we always talk about software, software as money now, money is software and gold and oil's moving over to that crypto. How do you guys see software? 'Cause we were just arguing in the queue, Dave Vellante and I, before you guys came on that the software industry pretty much does not exist anymore, it's open source. So everything's open source as an industry, but the value is integration, innovation. So it's not just software, it's the free. So you got to, it's integration. So how do you guys see this software driving crypto? Because it is software defined money at the end of the day. It's a token. >> No, I think that's absolutely one of the strengths of the crypto markets and the Web 3 market is it's governed by software. And because of that, you can build a trust framework. Everybody knows it's on the public blockchain. Everybody's aware of the software that's driving the rules and the rules of engagement in this blockchain. And it creates that trust network that says, hey, I can transact with you even though I don't know anything about you and I don't need a middleman to tell me I can trust you. Because this software drives that trust framework. >> Lot of disruption, lot of companies go out of business as a middleman in these markets. >> Listen, the intermediaries either have to disrupt themselves or they will be disrupted. I think that's what we're going to learn here. And it's going to start in financial services, but it's going to go to a lot of different places. I think the interesting thing that's happening now is for the first time, you're starting to see the regulators start to get involved. Which is actually a really good thing for the market. Because to Chris's point, transparency is here, how do you actually present that transparency and that trust back to consumers so they feel comfortable once that problem is solved. And I think everyone in the industry welcomes it. All of a sudden you have this ecosystem that people can play in, they can build and they can start to actually create real value. >> Every structural change that I've been involved in my 30 plus year career has been around inflection points. There was always some sort of underbelly. So I'm not going to judge crypto. It's been in the market for a while, but it's a good sign there's innovation happening. So as now, clarity comes into what's real. I think you guys are talking a conversation I think is refreshing because you're saying, okay, cloud is real, Lambda, serverless, all these tools. So Web 3 is certainly real because it's a future architecture, but it's attracting the young, it's a cultural shift. And it's also cooler than boring Web 2 and cloud. So I think the cultural shift, the fact that it's got data involved, there's some disruption around middleman and intermediaries, makes it very attractive to tech geeks. You look at, I read a stat, I heard a stat from a friend in the Bay Area that 30% of Cal computer science students are dropping out and jumping into crypto. So it's attracting the technical nerds, alpha geeks. It's a cultural revolution and there's some cool stuff going on from a business model standpoint. >> There's one thing missing. The thing that's missing, it's what we're trying to work on, I think is experience. I think if you're being honest about the entire marketplace, what you would agree is that this stuff is not easy to use today, and that's got to be satisfied. You need to do something that if it's the 85 year old grandma that wants to actually participate in these markets that not only can they feel comfortable, but they actually know how to do it. You can't use these crazy tools where you use these terms. And I think the industry, as it grows up, will satisfy a lot of those issues. >> And I think this is why I want to tie back and get your reaction to this. I think that's why you guys talking about building on top of AWS is refreshing, 'cause it's not dogmatic. Well, we can't use Amazon, it's not really Web 3. Well, a database could be used when you need it. You don't need to write everything through the blockchain. Databases are a very valuable capability, you get serverless. So all these things now can work together. So what do you guys see for companies that want to be Web 3 for all the good reasons and how do they leverage cloud specifically to get there? What are some things that you guys have learned that you can point to and share, you want to start? >> Well, I think not everything has to be open and public to everybody. You're going to want to have some things that are secret. You're going to want to encrypt some things. You're going to want to put some things within your own walls. And that's where AWS really excels. I think you can have the best of both worlds. So that's my perspective on it. >> The only thing I would add to it, so my view is it's 2022. I actually was joking earlier. I think I was at the first re:Invent. And I remember walking in and this was a new industry. >> It was tiny. >> This is foundational. Like cloud is not a, I don't view like, we shouldn't be having that conversation anymore. Of course you should build this stuff on top of the cloud. Of course you should build it on top of AWS. It just makes sense. And we should, instead of worrying about those challenges, what we should be worrying about are how do we make these applications easier to use? How do we actually- >> Energy efficient. >> How do we enable the promise of what these things are going to bring, and actually make it real, because if it happens, think about traditional assets. There's projects going on globally that are looking at how do you take equity securities and actually move them to the blockchain. When that stuff happens, boom. >> And I like what you guys are doing, I saw the news out through this crypto winter, some major wallet exchanges that have been advertising are hurting. Take me through what you guys are thinking, what the vision is around the wallet of wallets. Is it to provide an experience for the user or the market industry itself? What's the target, is it both? Share the design goals for the wallet of wallets. >> My favorite thing about innovation and innovation labs is that we can experiment. So I'll go in saying we don't know what the final answer is going to be, but this is the premise that we have. In this disparate decentralized ecosystem, you need some mechanism to be able to control what's actually happening at the consumer level. So I think the key target is how do you create an experience where the consumer feels like they're in control of that value? How do they actually control the underlying assets? And then how does it actually get delivered to them? Is it something that comes from their bank, from their broker? Is it coming from an independent organization? How do they manage all of that information? And I think the last part of it are the assets. It's easy to think about cryptos and NFTs, but thinking about traditional assets, thinking about identity information and healthcare records, all of that stuff is going to become part of this ecosystem. And imagine being able to go someplace and saying, oh, you need my information. Well, I'm going to give it to you off my phone and I'm going to give it to you for the next 24 hours so you can use it, but after that you have no access to it. Or you're my financial advisor, here's a view of what I actually have, my underlying assets. What do you recommend I do? So I think we're going to see an evolution in the market. >> Like a data clean room. >> Yeah, but that you control. >> Yes! (laughs) >> Yes! >> I think about it very similarly as well. As my journey into the crypto market has gone through different pathways, different avenues. And I've come to a place where I'm really managing eight different wallets and it's difficult to figure exactly where all my assets are and having a tool like this will allow me to visualize and aggregate those assets and maybe even recombine them in unique ways, I think is hugely valuable. >> My biggest fear is losing my key. >> Well, and that's an experience problem that has to be solved, but let me give you, my favorite use case in this space is, 'cause NFTs, right? People are like, what does NFTs really mean? Title insurance, right? Anyone buy a house or refinance your mortgage? You go through this crazy process that costs seven or eight thousand dollars every single time you close on something to get title insurance so they could validate it. What if that title was actually sitting on the chain, you got an NFT that you put in your wallet and when it goes time to sell your house or to refinance, everything's there. Okay, I'm the owner of the house. I don't know, JP Morgan Chase has the actual mortgage. There's another lien, there's some taxes. >> It's like a link tree in the wallet. (laughs) >> Yeah, think about it, you got a smart contract. Boom, closing happens immediately. >> I think that's one of the most important things. I think people look at NFTs and they think, oh, this is art. And that's sort of how it started in the art and collectable space, but it's actually quickly moving towards utilities and tokenization and passes. And that's where I think the value is. >> And ownership and the token. >> Identity and ownership, especially. >> And the digital rights ownership and the economics behind it really have a lot of scale 'cause I appreciate the FinTech angle you are coming from because I can now see what's going on here with you. It's like, okay, we got to start somewhere. Let's start with the experience. The wallet's a tough nut to crack, 'cause that requires defacto participation in the industry as a defacto standard. So how are you guys doing there? Can you give an update and then how can people get, what's the project called and how do people get involved? >> Yeah, so we're still in the innovation, incubation stages. So we're not launching it yet. But what I will tell you is what a lot of our focus is, how do we make these transactional things that you do? How do we make it easy to pull all your assets together? How do we make it easy to move things from one location to the other location in ways that you're not using a weird cryptographic numeric value for your wallet, but you actually can use real nomenclature that you can renumber and it's easy to understand. Our expectation is that sometime in the fall, we'll actually be in a position to launch this. What we're going to do over the summer is we're going to start allowing people to play with it, get their feedback, and we're going to iterate. >> So sandbox in when, November? >> I think launch in the fall, sometime in the fall. >> Oh, this fall. >> But over the summer, what we're expecting is some type of friends and family type release where we can start to realize what people are doing and then fix the challenges, see if we're on the right track and make the appropriate corrections. >> So right now you guys are just together on this? >> Yep. >> The opening up friends and family or community is going to be controlled. >> It is, yeah. >> Yeah, as a group, I think one thing that's really important to highlight is that we're an innovation lab. We're working with Broadridge's innovation lab, that partnership across innovation labs has allowed us to move very, very quickly to build this. Actually, if you think about it, we were talking about this not too long ago and we're almost close to having an internal launch. So I think it's very rapid development. We follow a lot of the- >> There's buy-in across the board. >> Exactly, exactly, and we saw lot of very- >> So who's going to run this? A Dow, or your companies, is it going to be a separate company? >> So to be honest, we're not entirely sure yet. It's a new product that we're going to be creating. What we actually do with it. Our thought is within an innovation environment, there's three things you could do with something. You can make it a product within the existing infrastructure, you can create a new business unit or you can spin it off as something new. I do think this becomes a product within the organization based upon it's so aligned to what we do today, but we'll see. >> But you guys are financing it? >> Yes. >> As collective companies? >> Yeah, right. >> Got it, okay, cool. Well, let us know how we can help. If you guys want to do a remote in to theCUBE. I would love the mission you guys are on. I think this is the kind of work that every company should be doing in the new R and D. You got to jump in the deep end and swim as fast as possible. But I think you can do it. I think that is refreshing and that's smart. >> And you have to do it quick because this market, I think the one thing we would probably agree on is that it's moving faster than we could, every week there's something else that happens. >> Okay, so now you guys were at Consensus down in Austin when the winter hit and you've been in the business for a long time, you got to know the industries. You see where it's going. What was the big thing you guys learned, any scar tissue from the early data coming in from the collaboration? Was there some aha moments, was there some oh shoot moments? Oh, wow, I didn't think that was going to happen. Share some anecdotal stories from the experience. Good, bad, and if you want to be bold say ugly, too. >> Well, I think the first thing I want to say about the timing, it is the crypto winter, but I actually think now's a really great time to build something because everybody's continuing to build. Folks are focused on the future and that's what we are as well. In terms of some of the challenges, well, the Web 3 space is so new. And there's not a way to just go online and copy somebody else's work and rinse and repeat. We had to figure a lot of things on our own. We had to try different technologies, see which worked better and make sure that it was functioning the way we wanted it to function. Really, so it was not easy. >> They oversold that product out, that's good, like this team. >> But think about it, so the joke is that when winter is when real work happens. If you look at the companies that have not been affected by this it's the infrastructure companies and what it reminds me of, it's a little bit different, but 2001, we had the dot com bust. The entire industry blew up, but what came out of that? >> Everything that exists. >> Amazon, lots of companies grew up out of that environment. >> Everything that was promoted actually happened. >> Yes, but you know what didn't happen- >> Food delivery. >> But you know what's interesting that didn't happen- >> (laughs) Pet food, the soccer never happened. >> The whole Super Bowl, yes. (John laughs) In financial services we built on top of legacy. I think what Web 3 is doing, it's getting rid of that legacy infrastructure. And the banks are going to be involved. There's going to be new players and stuff. But what I'm seeing now is a doubling down of the infrastructure investment of saying okay, how do we actually make this stuff real so we can actually show the promise? >> One of the things I just shared, Rob, you'd appreciate this, is that the digital advertising market's changing because now banner ads and the old techniques are based on Web 2 infrastructure, basically DNS as we know it. And token problems are everywhere. Sites and silos are built because LinkedIn doesn't share information. And the sites want first party data. It's a hoarding exercise, so those practices are going to get decimated. So in comes token economics, that's going to get decimated. So you're already seeing the decline of media. And advertising, cookies are going away. >> I think it's going to change, it's going to be a flip, because I think right now you're not in control. Other people are in control. And I think with tokenomics and some of the other things that are going to happen, it gives back control to the individual. Think about it, right now you get advertising. Now you didn't say I wanted this advertising. Imagine the value of advertising when you say, you know what, I am interested in getting information about this particular type of product. The lead generation, the value of that advertising is significantly higher. >> Organic notifications. >> Yeah. >> Well, gentlemen, I'd love to follow up with you. I'm definitely going to ping in. Now I'm going to put CUBE coin back on the table. For our audience CUBE coin's coming. Really appreciate it, thanks for sharing your insights. Great conversation. >> Excellent, thank you for having us. >> Excellent, thank you so much. >> theCUBE's coverage here from New York City. I'm John Furrier, we'll be back with more live coverage to close out the day. Stay with us, we'll be right back. >> Excellent. (calm electronic music)

Published Date : Jul 14 2022

SUMMARY :

and the future of how what you guys work on. and wealth, and that's about I know you guys, but for the the next five to 10 years. Awesome, and that's the And so the area we're working on So the idea of, people talk about Web 3 going to drive the value. Not going to happen if it goes and of course using In digital, at least, that's the way. So how do you connect the that can talk to each other or now control drives the value. that you guys are building? and the ability to go do you think is vapor BS? (laughs) I would in that in the crypto markets, is it going to happen on that the software industry that says, hey, I can transact with you Lot of disruption, lot of and they can start to I think you guys are And I think the industry, as it grows up, I think that's why you guys talking I think you can have I think I was at the first re:Invent. applications easier to use? and actually move them to the blockchain. And I like what you guys are doing, all of that stuff is going to And I've come to a place that has to be solved, in the wallet. you got a smart contract. it started in the art So how are you guys doing there? that you can renumber and fall, sometime in the fall. and make the appropriate corrections. or community is going to be controlled. that's really important to highlight So to be honest, we're But I think you can do it. I think the one thing we in from the collaboration? Folks are focused on the future They oversold that product out, If you look at the companies Amazon, lots of companies Everything that was (laughs) Pet food, the And the banks are going to be involved. is that the digital I think it's going to coin back on the table. to close out the day. (calm electronic music)

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Chris ThomasPERSON

0.99+

ChrisPERSON

0.99+

Rob KrugmanPERSON

0.99+

SlalomORGANIZATION

0.99+

2001DATE

0.99+

AmazonORGANIZATION

0.99+

John FurrierPERSON

0.99+

JohnPERSON

0.99+

AustinLOCATION

0.99+

New York CityLOCATION

0.99+

30%QUANTITY

0.99+

Dave VellantePERSON

0.99+

JP Morgan ChaseORGANIZATION

0.99+

New York CityLOCATION

0.99+

RobPERSON

0.99+

AWSORGANIZATION

0.99+

30 plus yearQUANTITY

0.99+

LinkedInORGANIZATION

0.99+

one minuteQUANTITY

0.99+

sevenQUANTITY

0.99+

RedshiftTITLE

0.99+

Super BowlEVENT

0.99+

eight thousand dollarsQUANTITY

0.99+

NovemberDATE

0.99+

ConsensusORGANIZATION

0.98+

bothQUANTITY

0.98+

S3TITLE

0.98+

Bay AreaLOCATION

0.98+

first timeQUANTITY

0.98+

10,000 plus peopleQUANTITY

0.98+

todayDATE

0.98+

both worldsQUANTITY

0.98+

three thingsQUANTITY

0.97+

both waysQUANTITY

0.97+

AWS Summit 2022EVENT

0.97+

oneQUANTITY

0.97+

LambdaTITLE

0.97+

OneQUANTITY

0.97+

BroadridgeORGANIZATION

0.97+

about $7 trillion a dayQUANTITY

0.97+

10 yearsQUANTITY

0.97+

fiveQUANTITY

0.97+

85 year oldQUANTITY

0.96+

one locationQUANTITY

0.96+

first thingQUANTITY

0.95+

nine yardsQUANTITY

0.94+

one thingQUANTITY

0.94+

WebTITLE

0.93+

DynamoDBTITLE

0.93+

firstQUANTITY

0.93+

theCUBEORGANIZATION

0.93+

AWS SummitEVENT

0.92+

zeroQUANTITY

0.92+

this fallDATE

0.9+

API GatewayTITLE

0.9+

DowORGANIZATION

0.89+

FirstQUANTITY

0.88+

CUBEORGANIZATION

0.88+

eight different walletsQUANTITY

0.87+

about a thirdQUANTITY

0.85+

2022DATE

0.85+

Web 3TITLE

0.84+

CognitoTITLE

0.82+

InventEVENT

0.82+

every single timeQUANTITY

0.8+

Web 3TITLE

0.79+

Christian Wiklund, unitQ | AWS Startup Showcase S2 E3


 

(upbeat music) >> Hello, everyone. Welcome to the theCUBE's presentation of the AWS Startup Showcase. The theme, this showcase is MarTech, the emerging cloud scale customer experiences. Season two of episode three, the ongoing series covering the startups, the hot startups, talking about analytics, data, all things MarTech. I'm your host, John Furrier, here joined by Christian Wiklund, founder and CEO of unitQ here, talk about harnessing the power of user feedback to empower marketing. Thanks for joining us today. >> Thank you so much, John. Happy to be here. >> In these new shifts in the market, when you got cloud scale, open source software is completely changing the software business. We know that. There's no longer a software category. It's cloud, integration, data. That's the new normal. That's the new category, right? So as companies are building their products, and want to do a good job, it used to be, you send out surveys, you try to get the product market fit. And if you were smart, you got it right the third, fourth, 10th time. If you were lucky, like some companies, you get it right the first time. But the holy grail is to get it right the first time. And now, this new data acquisition opportunities that you guys in the middle of that can tap customers or prospects or end users to get data before things are shipped, or built, or to iterate on products. This is the customer feedback loop or data, voice of the customer journey. It's a gold mine. And it's you guys, it's your secret weapon. Take us through what this is about now. I mean, it's not just surveys. What's different? >> So yeah, if we go back to why are we building unitQ? Which is we want to build a quality company. Which is basically, how do we enable other companies to build higher quality experiences by tapping into all of the existing data assets? And the one we are in particularly excited about is user feedback. So me and my co-founder, Nik, and we're doing now the second company together. We spent 14 years. So we're like an old married couple. We accept each other, and we don't fight anymore, which is great. We did a consumer company called Skout, which was sold five years ago. And Skout was kind of early in the whole mobile first. I guess, we were actually mobile first company. And when we launched this one, we immediately had the entire world as our marketplace, right? Like any modern company. We launch a product, we have support for many languages. It's multiple platforms. We have Android, iOS, web, big screens, small screens, and that brings some complexities as it relates to staying on top of the quality of the experience because how do I test everything? >> John: Yeah. >> Pre-production. How do I make sure that our Polish Android users are having a good day? And we found at Skout, personally, like I could discover million dollar bugs by just drinking coffee and reading feedback. And we're like, "Well, there's got to be a better way to actually harness the end user feedback. That they are leaving in so many different places." So, you know what, what unitQ does is that we basically aggregate all different sources of user feedback, which can be app store reviews, Reddit posts, Tweets, comments on your Facebook ads. It can be better Business Bureau Reports. We don't like to get to many of those, of course. But really, anything on the public domain that mentions or refers to your product, we want to ingest that data in this machine, and then all the private sources. So you probably have a support system deployed, a Zendesk, or an Intercom. You might have a chatbot like an Ada, or and so forth. And your end user is going to leave a lot of feedback there as well. So we take all of these channels, plug it into the machine, and then we're able to take this qualitative data. Which and I actually think like, when an end user leaves a piece of feedback, it's an act of love. They took time out of the day, and they're going to tell you, "Hey, this is not working for me," or, "Hey, this is working for me," and they're giving you feedback. But how do we package these very messy, multi-channel, multiple languages, all over the place data? How can we distill it into something that's quantifiable? Because I want to be able to monitor these different signals. So I want to turn user feedback into time series. 'Cause with time series, I can now treat this the same way as Datadog treats machine logs. I want to be able to see anomalies, and I want to know when something breaks. So what we do here is that we break down your data in something called quality monitors, which is basically machine learning models that can aggregate the same type of feedback data in this very fine grained and discrete buckets. And we deploy up to a thousand of these quality monitors per product. And so we can get down to the root cause. Let's say, passive reset link is not working. And it's in that root cause, the granularity that we see that companies take action on the data. And I think historically, there has been like the workflow between marketing and support, and engineering and product has been a bit broken. They've been siloed from a data perspective. They've been siloed from a workflow perspective, where support will get a bunch of tickets around some issue in production. And they're trained to copy and paste some examples, and throw it over the wall, file a Jira ticket, and then they don't know what happens. So what we see with the platform we built is that these teams are able to rally around the single source of troop or like, yes, passive recent link seems to have broken. This is not a user error. It's not a fix later, or I can't reproduce. We're looking at the data, and yes, something broke. We need to fix it. >> I mean, the data silos a huge issue. Different channels, omnichannel. Now, there's more and more channels that people are talking in. So that's huge. I want to get to that. But also, you said that it's a labor of love to leave a comment or a feedback. But also, I remember from my early days, breaking into the business at IBM and Hewlett-Packard, where I worked. People who complain are the most loyal customers, if you service them. So it's complaints. >> Christian: Yeah. >> It's leaving feedback. And then, there's also reading between the lines with app errors or potentially what's going on under the covers that people may not be complaining about, but they're leaving maybe gesture data or some sort of digital trail. >> Yeah. >> So this is the confluence of the multitude of data sources. And then you got the siloed locations. >> Siloed locations. >> It's complicated problem. >> It's very complicated. And when you think about, so I started, I came to Bay Area in 2005. My dream was to be a quant analyst on Wall Street, and I ended up in QA at VMware. So I started at VMware in Palo Alto, and didn't have a driver's license. I had to bike around, which was super exciting. And we were shipping box software, right? This was literally a box with a DVD that's been burned, and if that DVD had bugs in it, guess what it'll be very costly to then have to ship out, and everything. So I love the VMware example because the test cycles were long and brutal. It was like a six month deal to get through all these different cases, and they couldn't be any bugs. But then as the industry moved into the cloud, CI/CD, ship at will. And if you look at the modern company, you'll have at least 20 plus integrations into your product. Analytics, add that's the case, authentication, that's the case, and so forth. And these integrations, they morph, and they break. And you have connectivity issues. Is your product working as well on Caltrain, when you're driving up and down, versus wifi? You have language specific bugs that happen. Android is also quite a fragmented market. The binary may not perform as well on that device, or is that device. So how do we make sure that we test everything before we ship? The answer is, we can't. There's no company today that can test everything before the ship. In particular, in consumer. And the epiphany we had at our last company, Skout, was that, "Hey, wait a minute. The end user, they're testing every configuration." They're sitting on the latest device, the oldest device. They're sitting on Japanese language, on Swedish language. >> John: Yeah. >> They are in different code paths because our product executed differently, depending on if you were a paid user, or a freemium user, or if you were certain demographical data. There's so many ways that you would have to test. And PagerDuty actually had a study they came out with recently, where they said 51% of all end user impacting issues are discovered first by the end user, when they serve with a bunch of customers. And again, like the cool part is, they will tell you what's not working. So now, how do we tap into that? >> Yeah. >> So what I'd like to say is, "Hey, your end user is like your ultimate test group, and unitQ is the layer that converts them into your extended test team." Now, the signals they're producing, it's making it through to the different teams in the organization. >> I think that's the script that you guys are flipping. If I could just interject. Because to me, when I hear you talking, I hear, "Okay, you're letting the customers be an input into the product development process." And there's many different pipelines of that development. And that could be whether you're iterating, or geography, releases, all kinds of different pipelines to get to the market. But in the old days, it was like just customer satisfaction. Complain in a call center. >> Christian: Yeah. >> Or I'm complaining, how do I get support? Nothing made itself into the product improvement, except for slow moving, waterfall-based processes. And then, maybe six months later, a small tweak could be improved. >> Yes. >> Here, you're taking direct input from collective intelligence. Okay. >> Is that have input and on timing is very important here, right? So how do you know if the product is working as it should in all these different flavors and configurations right now? How do you know if it's working well? And how do you know if you're improving or not improving over time? And I think the industry, what can we look at, as far as when it relates to quality? So I can look at star ratings, right? So what's the star rating in the app store? Well, star ratings, that's an average over time. So that's something that you may have a lot of issues in production today, and you're going to get dinged on star ratings over the next few months. And then, it brings down the score. NPS is another one, where we're not going to run NPS surveys every day. We're going to run it once a quarter, maybe once a month, if we're really, really aggressive. That's also a snapshot in time. And we need to have the finger on the pulse of product quality today. I need to know if this release is good or not good. I need to know if anything broke. And I think that real time aspect, what we see as stuff sort of bubbles up the stack, and not into production, we see up to a 50% reduction in time to fix these end user impacting issues. And I think, we also need to appreciate when someone takes time out of the day to write an app review, or email support, or write that Reddit post, it's pretty serious. It's not going to be like, "Oh, I don't like the shade of blue on this button." It's going to be something like, "I got double billed," or "Hey, someone took over my account," or, "I can't reset my password anymore. The CAPTCHA, I'm solving it, but I can't get through to the next phase." And we see a lot of these trajectory impacting bugs and quality issues in these work, these flows in the product that you're not testing every day. So if you work at Snapchat, your employees probably going to use Snapchat every day. Are they going to sign up every day? No. Are they going to do passive reset every day? No. And these things are very hard to instrument, lower in the stack. >> Yeah, I think this is, and again, back to these big problems. It's smoke before fire, and you're essentially seeing it early with your process. Can you give an example of how this new focus or new mindset of user feedback data can help customers increase their experience? Can you give some examples, 'cause folks watching and be like, "Okay, I love this value. Sell me on this idea, I'm sold. Okay, I want to tap into my prospects, and my customers, my end users to help me improve my product." 'Cause again, we can measure everything now with data. >> Yeah. We can measure everything. we can even measure quality these days. So when we started this company, I went out to talk to a bunch of friends, who are entrepreneurs, and VCs, and board members, and I asked them this very simple question. So in your board meetings, or on all hands, how do you talk about quality of the product? Do you have a metric? And everyone said, no. Okay. So are you data driven company? Yes, we're very data driven. >> John: Yeah. Go data driven. >> But you're not really sure if quality, how do you compare against competition? Are you doing as good as them, worse, better? Are you improving over time, and how do you measure it? And they're like, "Well, it's kind of like a blind spot of the company." And then you ask, "Well, do you think quality of experience is important?" And they say, "Yeah." "Well, why?" "Well, top of fund and growth. Higher quality products going to spread faster organically, we're going to make better store ratings. We're going to have the storefronts going to look better." And of course, more importantly, they said the different conversion cycles in the product box itself. That if you have bugs and friction, or an interface that's hard to use, then the inputs, the signups, it's not going to convert as well. So you're going to get dinged on retention, engagement, conversion to paid, and so forth. And that's what we've seen with the companies we work with. It is that poor quality acts as a filter function for the entire business, if you're a product led company. So if you think about product led company, where the product is really the centerpiece. And if it performs really, really well, then it allows you to hire more engineers, you can spend more on marketing. Everything is fed by this product at them in the middle, and then quality can make that thing perform worse or better. And we developed a metric actually called the unitQ Score. So if you go to our website, unitq.com, we have indexed the 5,000 largest apps in the world. And we're able to then, on a daily basis, update the score. Because the score is not something you do once a month or once a quarter. It's something that changes continuously. So now, you can get a score between zero and 100. If you get the score 100, that means that our AI doesn't find any quality issues reported in that data set. And if your score is 90, that means that 10% will be a quality issue. So now you can do a lot of fun stuff. You can start benchmarking against competition. So you can see, "Well, I'm Spotify. How do I rank against Deezer, or SoundCloud, or others in my space?" And what we've seen is that as the score goes up, we see this real big impact on KPI, such as conversion, organic growth, retention, ultimately, revenue, right? And so that was very satisfying for us, when we launched it. quality actually still really, really matters. >> Yeah. >> And I think we all agree at test, but how do we make a science out of it? And that's so what we've done. And when we were very lucky early on to get some incredible brands that we work with. So Pinterest is a big customer of ours. We have Spotify. We just signed new bank, Chime. So like we even signed BetterHelp recently, and the world's largest Bible app. So when you look at the types of businesses that we work with, it's truly a universal, very broad field, where if you have a digital exhaust or feedback, I can guarantee you, there are insights in there that are being neglected. >> John: So Chris, I got to. >> So these manual workflows. Yeah, please go ahead. >> I got to ask you, because this is a really great example of this new shift, right? The new shift of leveraging data, flipping the script. Everything's flipping the script here, right? >> Yeah. >> So you're talking about, what the value proposition is? "Hey, board example's a good one. How do you measure quality? There's no KPI for that." So it's almost category creating in its own way. In that, this net new things, it's okay to be new, it's just new. So the question is, if I'm a customer, I buy it. I can see my product teams engaging with this. I can see how it can changes my marketing, and customer experience teams. How do I operationalize this? Okay. So what do I do? So do I reorganize my marketing team? So take me through the impact to the customer that you're seeing. What are they resonating towards? Obviously, getting that data is key, and that's holy gray, we all know that. But what do I got to do to change my environment? What's my operationalization piece of it? >> Yeah, and that's one of the coolest parts I think, and that is, let's start with your user base. We're not going to ask your users to ask your users to do something differently. They're already producing this data every day. They are tweeting about it. They're putting in app produce. They're emailing support. They're engaging with your support chatbot. They're already doing it. And every day that you're not leveraging that data, the data that was produced today is less valuable tomorrow. And in 30 days, I would argue, it's probably useless. >> John: Unless it's same guy commenting. >> Yeah. (Christian and John laughing) The first, we need to make everyone understand. Well, yeah, the data is there, and we don't need to do anything differently with the end user. And then, what we do is we ask the customer to tell us, "Where should we listen in the public domain? So do you want the Reddit post, the Trustpilot? What channels should we listen to?" And then, our machine basically starts ingesting that data. So we have integration with all these different sites. And then, to get access to private data, it'll be, if you're on Zendesk, you have to issue a Zendesk token, right? So you don't need any engineering hours, except your IT person will have to grant us access to the data source. And then, when we go live. We basically build up this taxonomy with the customers. So we don't we don't want to try and impose our view of the world, of how do you describe the product with these buckets, these quality monitors? So we work with the company to then build out this taxonomy. So it's almost like a bespoke solution that we can bootstrap with previous work we've done, where you don't have these very, very fine buckets of where stuff could go wrong. And then what we do is there are different ways to hook this into the workflow. So one is just to use our products. It's a SaaS product as anything else. So you log in, and you can then get this overview of how is quality trending in different markets, on different platforms, different languages, and what is impacting them? What is driving this unitQ Score that's not good enough? And all of these different signals, we can then hook into Jira for instance. We have a Jira integration. We have a PagerDuty integration. We can wake up engineers if certain things break. We also tag tickets in your support system, which is actually quite cool. Where, let's say, you have 200 people, who wrote into support, saying, "I got double billed on Android." It turns out, there are some bugs that double billed them. Well, now we can tag all of these users in Zendesk, and then the support team can then reach out to that segment of users and say, "Hey, we heard that you had this bug with double billing. We're so sorry. We're working on it." And then when we push fix, we can then email the same group again, and maybe give them a little gift card or something, for the thank you. So you can have, even big companies can have that small company experience. So, so it's groups that use us, like at Pinterest, we have 800 accounts. So it's really through marketing has vested interest because they want to know what is impacting the end user. Because brand and product, the lines are basically gone, right? >> John: Yeah. >> So if the product is not working, then my spend into this machine is going to be less efficient. The reputation of our company is going to be worse. And the challenge for marketers before unitQ was, how do I engage with engineering and product? I'm dealing with anecdotal data, and my own experience of like, "Hey, I've never seen these type of complaints before. I think something is going on." >> John: Yeah. >> And then engineering will be like, "Ah, you know, well, I have 5,000 bugs in Jira. Why does this one matter? When did it start? Is this a growing issue?" >> John: You have to replicate the problem, right? >> Replicate it then. >> And then it goes on and on and on. >> And a lot of times, reproducing bugs, it's really hard because it works on my device. Because you don't sit on that device that it happened on. >> Yup. >> So now, when marketing can come with indisputable data, and say, "Hey, something broke here." And we see the same with support. Product engineering, of course, for them, we talk about, "Hey, listen, you you've invested a lot in observability of your stack, haven't you?" "Yeah, yeah, yeah." "So you have a Datadog in the bottom?" "Absolutely." "And you have an APP D on the client?" "Absolutely." "Well, what about the last mile? How the product manifests itself? Shouldn't you monitor that as well using machines?" They're like, "Yeah, that'd be really cool." (John laughs) And we see this. There's no way to instrument everything, lowering the stack to capture these bugs that leak out. So it resonates really well there. And even for the engineers who's going to fix it. >> Yeah. >> I call it like empathy data. >> Yup. >> Where I get assigned a bug to fix. Well, now, I can read all the feedback. I can actually see, and I can see the feedback coming in. >> Yeah. >> Oh, there's users out there, suffering from this bug. And then when I fix it and I deploy the fix, and I see the trend go down to zero, and then I can celebrate it. So that whole feedback loop is (indistinct). >> And that's real time. It's usually missed too. This is the power of user feedback. You guys got a great product, unitQ. Great to have you on. Founder and CEO, Christian Wiklund. Thanks for coming on and sharing, and showcase. >> Thank you, John. For the last 30 seconds, the minute we have left, put a plug in for the company. What are you guys looking for? Give a quick pitch for the company, real quick, for the folks out there. Looking for more people, funding status, number of employees. Give a quick plug. >> Yes. So we raised our A Round from Google, and then we raised our B from Excel that we closed late last year. So we're not raising money. We are hiring across go-to-markets, engineering. And we love to work with people, who are passionate about quality and data. We're always, of course, looking for customers, who are interested in upping their game. And hey, listen, competing with features is really hard because you can copy features very quickly. Competing with content. Content is commodity. You're going to get the same movies more or less on all these different providers. And competing on price, we're not willing to do. You're going to pay 10 bucks a month for music. So how do you compete today? And if your competitor has a better fine tuned piano than your competitor will have better efficiencies, and they're going to retain customers and users better. And you don't want to lose on quality because it is actually a deterministic and fixable problem. So yeah, come talk to us if you want to up the game there. >> Great stuff. The iteration lean startup model, some say took craft out of building the product. But this is now bringing the craftsmanship into the product cycle, when you can get that data from customers and users. >> Yeah. >> Who are going to be happy that you fixed it, that you're listening. >> Yeah. >> And that the product got better. So it's a flywheel of loyalty, quality, brand, all off you can figure it out. It's the holy grail. >> I think it is. It's a gold mine. And every day you're not leveraging this assets, your use of feedback that's there, is a missed opportunity. >> Christian, thanks so much for coming on. Congratulations to you and your startup. You guys back together. The band is back together, up into the right, doing well. >> Yeah. We we'll check in with you later. Thanks for coming on this showcase. Appreciate it. >> Thank you, John. Appreciate it very much. >> Okay. AWS Startup Showcase. This is season two, episode three, the ongoing series. This one's about MarTech, cloud experiences are scaling. I'm John Furrier, your host. Thanks for watching. (upbeat music)

Published Date : Jun 29 2022

SUMMARY :

of the AWS Startup Showcase. Thank you so much, John. But the holy grail is to And the one we are in And so we can get down to the root cause. I mean, the data silos a huge issue. reading between the lines And then you got the siloed locations. And the epiphany we had at And again, like the cool part is, in the organization. But in the old days, it was the product improvement, Here, you're taking direct input And how do you know if you're improving Can you give an example So are you data driven company? And then you ask, And I think we all agree at test, So these manual workflows. I got to ask you, So the question is, if And every day that you're ask the customer to tell us, So if the product is not working, And then engineering will be like, And a lot of times, And even for the engineers Well, now, I can read all the feedback. and I see the trend go down to zero, Great to have you on. the minute we have left, So how do you compete today? of building the product. happy that you fixed it, And that the product got better. And every day you're not Congratulations to you and your startup. We we'll check in with you later. Appreciate it very much. I'm John Furrier, your host.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
ChrisPERSON

0.99+

JohnPERSON

0.99+

Christian WiklundPERSON

0.99+

IBMORGANIZATION

0.99+

John FurrierPERSON

0.99+

2005DATE

0.99+

Hewlett-PackardORGANIZATION

0.99+

Palo AltoLOCATION

0.99+

10%QUANTITY

0.99+

six monthQUANTITY

0.99+

thirdQUANTITY

0.99+

fourthQUANTITY

0.99+

PinterestORGANIZATION

0.99+

800 accountsQUANTITY

0.99+

5,000 bugsQUANTITY

0.99+

51%QUANTITY

0.99+

14 yearsQUANTITY

0.99+

Bay AreaLOCATION

0.99+

90QUANTITY

0.99+

AndroidTITLE

0.99+

200 peopleQUANTITY

0.99+

NikPERSON

0.99+

SkoutORGANIZATION

0.99+

VMwareORGANIZATION

0.99+

iOSTITLE

0.99+

ExcelTITLE

0.99+

tomorrowDATE

0.99+

first timeQUANTITY

0.99+

ChristianPERSON

0.99+

todayDATE

0.99+

unitQORGANIZATION

0.99+

5,000 largest appsQUANTITY

0.99+

GoogleORGANIZATION

0.99+

second companyQUANTITY

0.99+

100QUANTITY

0.99+

JiraTITLE

0.99+

SpotifyORGANIZATION

0.99+

BibleTITLE

0.99+

30 daysQUANTITY

0.99+

FacebookORGANIZATION

0.99+

ZendeskORGANIZATION

0.99+

IntercomORGANIZATION

0.98+

ChimeORGANIZATION

0.98+

firstQUANTITY

0.98+

Wall StreetLOCATION

0.98+

once a monthQUANTITY

0.98+

RedditORGANIZATION

0.98+

once a quarterQUANTITY

0.98+

five years agoDATE

0.98+

million dollarQUANTITY

0.97+

first companyQUANTITY

0.97+

six months laterDATE

0.97+

zeroQUANTITY

0.97+

SwedishOTHER

0.97+

JapaneseOTHER

0.97+

late last yearDATE

0.96+

PagerDutyORGANIZATION

0.95+

AWSORGANIZATION

0.95+

10th timeQUANTITY

0.95+

John Kim, Sendbird & Luiz Fernando Diniz, PicPay Social | AWS Startup Showcase S2 E3


 

>>Hello, everyone. Welcome to the cubes presentation of the 80 startup showcase marketing technology, emerging cloud scale customer experiences. This is season two, episode three of the ongoing series covering the exciting startups from the, a AWS ecosystem to talk about all the top trends and also featuring the key customers. I'm your host, John ER, today we're joined by Louis Fernando, Denise vice president of peak pay social and John Kim, the CEO of Sandberg to learn about the future of what's going on in fostering deeper customer relationships. Gentlemen, thanks for joining us in the cube showcase, >>Excited to be here. >>So John talk about Sendbird real quick set the table for us. What you guys do, you got a customer here to highlight some of the key things you're doing with customers, the value proposition what's Sendbird and what's the showcase about, >>Yeah, I'm really excited to be here. Uh, I'm John founder, C of Sandberg. So Sandberg is the worst leading conversations platform for mobile applications. We can power user to user conversations in mobile applications, as well as the brand to user conversations such as marketing sales and support. So, uh, today we power over quarter billion users on a monthly basis. Uh, we have, you know, through over 300 employees across seven different countries around the world, we work with some of the world's leading, uh, uh, customers such as big pay that we are going to showcase today, along with other, uh, wonderful customers like DoorDash, Reddit, <inaudible> sports and so forth. We have collectively raised over 200 million in funding. Um, so that's kind of where we are today. >>Well, it's always great to have, uh, one great success. Uh, good funding, more important is the customers. And I love showcases where the customers do the talking, because that means you've got some success stories. Louise, talk about, um, are you happy customer? What's it like working with Sandberg? Give us the, give us the scoop. >>So sandbar is being a great partner with us. So pick pay is a Brazilian payment app. We're at a FinTech here with more than 30 million active users using everyday pick pay to pay everything. So the, the, the majority of the payments are between peers, between people. So sandbar is, is helping us to improve a lot this journey to make it more pleasant between every everyone who are using big, big. So we are here, let's talk and it's a >>Pleasure. Yeah, it's awesome. Well, I great to have you guys on great, great relationship. And one of the things we've been talking about on the cube, if the folks watching that know our audience, no we've been banging the, the drum hard on this new world and this new patterns of user expectations and building relationships in this new digital world is not about the old way, the old MarTech way. There are new new use cases, new expectations by the consumers, John, that are, that are bringing up new opportunities, but also expectations. It's not about, I mean, I mean, if someone's using discord, for example, cuz they're gamers, they're done discord. If they want to communicate with, with slack, they, I do slack, SMS, kind of old hat. You got WhatsApp, you've got all these now peer to peer organic connections, multiple channels. This is all the new world. What's your vision on this new relationship building digital communication world. >>Yeah. So I, I think you brought a really good point there. One of the most frequently used applications in the world today are messaging applications across any countries, any region, any culture, if you look at the most frequently used and most longest used applications are usually some form of a, a messaging application. Now the end users or the customers in the world are so used to using, uh, uh, such a, you know, frictionless ver very responsive, modern experience on those messaging applications. What we want to help with the business around the world, the 99.9% of the business around the world don't have those really te knowledge or user experience expertise in messaging. So we want to help our businesses, help our customers be able to harness the power of modern messaging capabilities and then be able to embed it in their own business so that they can retain their users on their platform, engage with them in the con context that their, uh, what their business is about so that they can not only, uh, control or provide a better user experience, but also be able to, uh, understand their users better, uh, understand what they're doing on their businesses, be able to own and, uh, control the data in a more secure and safe way. >>So really it's uh, we're like the Robin hood of the world trying to keep superpower yeah. Back to the businesses. >>Yeah. Deal from the rich idea, the messaging scale. Bring that to everybody else. I love that. Uh, and you got kind of this double int Robin hood kind of new for the new generation finance. This is about taking the advantage of scalable platforms, monopolies, right. And giving the entrepreneur an opportunity to have that same capability feature, rich Louise PPE. You guys used Sendbird together. You have to level up, you gotta compete with those big monopolies to pride, scalable conversations. Okay. How did you engage this? What was your success path look? What was it look like? >>Yeah. When we look to this majority, the bigger chat apps that we have nowadays in the market, we are looking to them and then Brazilians are using for their daily course, but Brazilians are paying every day millions and millions of payments. And these chat apps are not, uh, able to, to, to deal with these payments. So what we are doing here is that, uh, providing a solution where every conversation that are going to happen before, during, or after a payment between the, the people, they would, uh, uh, have a nice platform that could afford all, all of their emotions and discussions that they have to do before or after the payment. So we are putting together the chat platform and we with the payment platform. So that's, that's what we are doing now. >>Okay. So just so I get this right. You're using Sandberg essentially integrated your mobile payment experience. Okay. Which is your app you're Sandberg to bring that scalability into the, into the social app application into the app itself. Is that right? >>Yes. Perfect. Integrated with the payment journey. So everybody who is going to pay, they need to find the one, the, the one they want to pay and then they can chat and conclude the payment through the platform. Yeah. I >>Mean, why not have it right there at point of, uh, transaction. Right. Um, why did you, um, decide to, um, to use conversations in your mobile wallet? Just curious. >>So it's important to say that we were born social. We born in 2012. So when our main main product was peer to peer payments, so everybody were sending money to a friend requesting or charging their family. So a service provider. And once we, we started as a social platform in that period. In that moment, we are just focusing in likes comments and like public interactions and the word become more private. And as soon we under understood this situation, we decided to move from a public feed to a private, to a private interaction. So that's, uh, that then the, the conversational space was the solution for that moving from a public interaction to a private interaction. So between the peers, which are involved in the, the transaction. So that's why we are providing the chat solution integrated with payments. >>That's a great call. John, just give some context here, again, for the folks watching this is now expected, this integrated experience. What's your, how would you talk to folks out there? I mean, first of all, I, I, I see it clearly, you've got an app, you gotta have all this integration and you need it scaling to reach features. Talk about your view on that. Is that the, is that what's happening here? What's, what's the real dynamic here. What's the, the big trend. >>Yeah. One thing that's, uh, super interesting about, uh, uh, like messaging experience in general, if you think about any kind of conversations that's happening, uh, digitally between human beings, more and more conversations, just like what Louis mentioned earlier are happening between in a private setting, even on applications, whether it be slack or other forms of communication, uh, more hap uh, more conversations happen through either one-on-one conversations or in a private small group settings. And because people feel more secure, uh, safe to have, uh, more intimate conversations. So even when you're making transactions is more, you know, there's a higher trust and, uh, people tend to engage, uh, far better on platforms through these kind of private conversations. That's where we kind of come in, whether it be, you want to set a one-on-one conversations or with a group conversation. And then ultimately if you want to take it public in a large group setting, you can also support, you know, thousands, if not, you know, hundreds of thousands of people, uh, engaging a public forum as well. So all of those capabilities can be implemented using something Ember, but again, the world is, uh, right now the businesses and how the user are, are interacting with this with each other is all happening through digital conversations. And we're seeing more and more of that happening, uh, throughout the life cycle of our company. >>Yeah, just as a sidebar, I was just talking to a venture in San Francisco the other day, and we're talking about the future of security and SAS and cloud scale. And, you know, the conversation went to more of, is it SAS? Is it platform as a service Louis? I wanna get your thoughts because, you know, you're seeing more and more needs for customization, low code, no code. You're seeing these trends. You gotta built in security. So, you know, the different, the old SAS model was softwares a service, but now that's everything in the cloud is softwares a service. So, but you need to have that platform kind of vibe for scale customization, maybe some developer integration, cuz apps are becoming the, the touchpoint. So can you walk us through what your vision was when you decided to integrate, chat into your app and how did you see that chat, changing the customer experience for payments and across your user journey? Cause, I mean, it's obvious now looking at it, but it might not have been for some. What was your, what was your vision? And when you had to do that, >>When you looked to Brazilian reality, we can see those in, uh, payment apps. All of them are focused on the transactional moment. And as soon as we started to think, how could be, how could our journey be better, more pleased than the others and make people want to be here and to use and to open our app every day is just about making the interaction with the peers easier, even with a merchant or even with my friend. So the main point that our first step was just to connect all, all the users between themselves to payments. The second step we are providing now is using the chat platform, the send bird platform as a platform for peak pay. So we are going to provide more best information. We're going to provide a better customer experience through the support and everything. So, um, this, this, this interaction or this connection, this partnership with Sandberg are going to unlock a new level of service for our users. And at the same time, a much more pleasant or a more pleasant journey for them while they are using the, the app for a, a simple payment, or if they are going to look for a group objective or maybe a crowdfund in the future or a group to decide, or just to pay something. So we are then locking a new level of interaction between the peers between the people and the users that are, that are involved into this, this payment or this simple transaction, we are making it more conversational. >>Yeah. You're making the application more valuable. We're gonna get to that in the next segment about, you know, the future of apps one and done, you see a lot of sports apps, oh, this big tournament, you know, and then you use it and then you never use it again until next year. You know, you have very time specific apps, but now you guys are smart to kind of build this in, but I gotta ask you a question because a lot of developers and companies out there always have this buy versus build decision. Why did you decide to use Sendbird versus building it in house? It's always kind of like the big trade off. >>Yeah. First of all, it will take a long, long time for us to achieve a major platform as Sandberg. And we are not a chat platform. So we are going to use this social interaction to improve the payment platform that we have. So when we look to the market and we found Sandberg, then we thought, okay, this guys, they are a real platform. And through the conversations, we are seeing that they are roadmap working in synergy with our roadmap. And then we can, we could start to deliver value to our, to our users in a fastest way. Could you imagine it spending 2, 3, 4 years to develop something like sand? And even when we achieve this point, probably our solution will be, would be weaker than, than Sandberg. So it was like no brainer to do that. Yeah. Because we want to improve the payment journey, not to do a chat, only a chat platform. So that's why we are working together to prove it's >>Really, you start to see these plugins, these, you know, look at Stripe for payments, for instance, right. And here in the success they've had, you know, people want to plug in for services. So John, I gotta ask you about, um, about the, the complexity that goes into it. The trust required that they have for you, you have to do this heavy lifting, you gotta provide the confidence that your service is gonna have to scale the compliance. Talk about that. What do you guys do under the covers that make this easy again, great business model, heavy lifting done by you. Seamless integration provide that value. That's why business is good, but there's a lot going on share what's happening under the, under the covers. >>Yeah. Um, before going to like the technical, like intricacy of what we do just to provide a little bit of background context on why we even started this business is we, uh, this is my second startup. My first company was a gaming company. We had built like chat three, four times just for our own game. So we were basically, we felt like we were reinventing the wheel. And then we actually went on a buyer's journey when we were building a social application, uh, uh, for, for, uh, uh, building our own community. We tried to actually be a buyer to see if we can actually find a solution. We want to use turns out that there weren't a lot of like sophisticated, you know, top notch, modern, uh, uh, chat experience that we can build using some other third party solutions. So we had to build all of that ourselves, which became the foundation for se today. >>And what we realized is that for most companies like using a building, the most sophisticated chat is probably not going to be their highest priority in case a pick pay will be, you know, financial transactions and all the other business that can be built on and hosted by platform like pick pay. But, you know, building the most topnotch chat experience would be a priority for a company like let's say WhatsApp or, or telegram, but it will probably not be the priority for, you know, major gaming companies, food delivery companies, finance companies, chat is not the highest priority. That's kind of where we come in, cuz chat is the highest priority for us. And we also have a privilege of working with some of the other, uh, world industry, uh, industry leaders. So by, uh, having this collective experience, working with the industry leaders, we get, uh, uh, technological superiority, being able to, uh, scale to, you know, hundreds of millions of users on a monthly basis. Also the security and the compliances by working with some of the largest commercial banks on some of the largest FinTech applications across the globe. So we have, you know, security, compliances, all the industry, best practices that are built in and all the new topnotch user experience that we are, uh, building with other customers can be also be, uh, utilized by a customer like pick pay. So you get this collective almost like evolutionary benefit. Yeah. By, uh, working with a company like us, >>You get a lot of economies of scale. Could you mind just sharing the URL for the company? So folks watching can go get, do a deep dive. Cause I'm you guys got a lot of, lot of, um, certifications under the covers, a lot of things you guys do. So you mind just sharing URL real quick. >>Yeah. So our company, uh, you can find everything about our company on sandberg.com like carrot pigeon. So, uh, you're sending a bird to send a message. So, uh, yeah. send.com >>All so let's get it to the application, cuz this is really interesting cuz Chad is table stakes now, but things are evolving beyond Chad. You gotta integrate that user experience. It's data. Now you gotta have scale. I mean, you know, people who wanna roll their own chat will find out there's a lot of client side and backend scale issues. Right. You can have a tsunami river like on Twitch, you know, you chat. I mean that, could you got client side issues, data scale. <laugh> right. You got backend. Um, Louis, talk about that dynamic because you know, as you start to scale, you want to rely on that. Talk about this dynamic, how apps now are integrating all these new features. So is it, are apps gonna go like more multifunctional? Do you see apps one and done? What's the, how do you guys see this app world playing out and where does, does the Sendbird fit in? And >>Just, just let me know better John, about the performance or about the, just, just let me >>Oh, slow with performance. Uh, performance is huge, right? You gotta have no one wants to have lag on, on chat. >>Okay. So, um, big pay when we look to the payments have millions, thousands of, of, of payments happen happening every second. So what we are doing now is moving all the payments through a conversation. So it always happened inside the conversation. So since from the first moment, um, every second counts to convert this client. And since from the first moment we never saw in, on Sandberg, any issue about that. And even when we have a question or something that we need to improve the team we're working together. So that that's, those are the points that are making us to work together and to make things going pretty fast. When we look to the users who are going to use chat, they are, their intention is three times better than the users who are not using payments through the chat. They are average. Average spent is three times higher too. >>So they, they are making more connections. They are chatting with their friends. They are friends are here. So the network effect is stronger. So if they're going to pay and they need to wait one more second, two seconds to conclude the payment, probably they will not go into choose paying through the, again, they will use only the wallet, only the code, only the Alliance of the user. So that's is so important for us to perform really, really fast. And then this is what we are finding. And this is what is happening with the integration with Sandberg. >>And what's interesting is, is that the by build chat with conversation, we just had a minute ago kind of plays in here. You get the benefits of Sandberg, but now your transactional fidelity is in the chat <laugh> that you don't build that you rely on them on. So again, that's an interesting dynamic. This is the future of apps, John, this is where it matters. The engagement. This is what you talk about is the new, the new digital experience who would've thought that five, 10 years ago. I mean, chat was just like, Hey, what's going around direct message. Now it's integral part of the app. What's your reading. >>Yeah. I mean, we're seeing that across, uh, uh, to Lewis's point, not just transactions, but like marketing messages are now being sent through chat. So the marketing is no longer just about like giving discount calls, but you can actually reengage with the brand. Uh, also support is becoming more real time through chat. So you're actually building a relationship. The support agents have a better context about the previous conversations and the transactions, the sales conversations, even like building, uh, building alerts, notification, all those things are now, uh, happening through conversations. And that's a better way for customers to engage with the brand cuz you actually, you're actually building a better relationship and also, uh, being able to trust the brand more because there is a channel for you to communicate and, and, and be seen and be heard, uh, by the brand. So we do believe that that's the future of the business and how more and more, uh, brands will be building relationships with their customers. >>Yeah. I love, I love your business model. I think it's really critical. And I think that stickiness is a real, uh, call out point there and the brand, the co-branding and the branding capability, but also really quickly in the last minute we have John and Luis, if you don't mind talking about security, I mean, I can't go a day now without getting an SMS scam, uh, text, uh, you seeing it now on WhatsApp. I mean, I don't even use telegram anymore. I mean, come on. So like, like this is now a problem. The old way has been infiltrated with spam and security issues. Security has to be there. The trust and security real quick, John, we'll start with you and we all Louis go, go ahead. >>No, no. Just, just to, to say how important is that we are not only a chatting platform. We are a payment platform, so we have money now, the transaction. So here in Brazil, we have all this safe, the, the, the layers, the security layers that we have in, on our app. And then we have the security layers provided from Sandburg. So, and when we look to the features, Sandberg are providing to us a lot of features that help users to feel safer like per refined profiles, like announcements, where it's a profile from peak pay, where the users can recognize. So this is peak pay talking with me. It's not a user trying to pass, trying to use big Bay's name to talk with me. So these issues is something that we are really, really, we really care about here because we are not only a chat platform. As I said before, we are a payment platform. We are a FinTech, we're at a digital bank. So we need to take care a lot and we don't have any complaint about it because Sandberg understood it. And then they, they, they are providing since the first moment with the perfect solutions and the user interface to make it simpler for the users to recognize that we speak, pay who is chatting with them, not a user with, with bad, bad intentions. >>Great, great insight, Louis. Thanks for sharing that, John really appreciate you guys coming on. Great showcase. Real final word. John will give you the final word folks watching out there. How do they engage with Sendbird? I want to integrate, I want to use your chat service. What do I do? Do I have to connect in as it managed service is the line of code. What do I do to get Sendbird? >>Yeah. So if you're a developer building a mobile application, simply come visit our website, we have a open documentation and SDK you can download and simply plug into your application. You can have a chat experience up and running matter of minutes, if not ours using our UI kit. So we want to make it as easy as possible for all the builders in the world to be able to harness the superpower of digital conversations. >>All right, great. Congratulations, John, on your success and all the growth and Louis, thanks for coming in, sharing the customer perspective and great insight. Thanks for coming on the showcase. Really appreciate it. Thanks for your time. >>Yeah. Thank you for having me. >>Okay. The a of us startup showcase season two, episode three here I'm John for your host. Thanks for watching.

Published Date : Jun 29 2022

SUMMARY :

covering the exciting startups from the, a AWS ecosystem to talk about all the top trends So John talk about Sendbird real quick set the table for us. leading, uh, uh, customers such as big pay that we are going to showcase today, along with other, Well, it's always great to have, uh, one great success. So we are here, let's talk and it's a Well, I great to have you guys on great, great relationship. uh, uh, such a, you know, frictionless ver very responsive, modern experience on So really it's uh, we're like the Robin hood of the world trying to keep superpower yeah. And giving the entrepreneur an opportunity to have that same capability feature, rich Louise PPE. So we are putting together the chat platform and we with the Which is your app you're Sandberg to bring that scalability into So everybody who is going to pay, why did you, um, decide to, um, to use conversations in your mobile wallet? So it's important to say that we were born social. John, just give some context here, again, for the folks watching this is now expected, And then ultimately if you want to take it public in a large group setting, you can also support, you know, So can you walk us through what your vision was when you decided to integrate, So the main point that our first step was just to connect all, all the users between We're gonna get to that in the next segment about, you know, the future of apps one and done, So we are going to use this social interaction to improve the payment platform that we have. And here in the success they've had, you know, people want to plug in for services. So we had to build all of that ourselves, which became the foundation for se today. So we have, you know, security, compliances, all the industry, best practices that are built in and all the new topnotch user So you mind just sharing URL real quick. So, uh, you're sending a bird to send a message. You can have a tsunami river like on Twitch, you know, you chat. Oh, slow with performance. So it always happened inside the conversation. So the network effect is stronger. You get the benefits of Sandberg, but now your transactional fidelity is in the chat And that's a better way for customers to engage with the brand cuz you actually, in the last minute we have John and Luis, if you don't mind talking about security, I mean, I can't go a day now to make it simpler for the users to recognize that we speak, pay who is chatting with them, Thanks for sharing that, John really appreciate you guys coming on. we have a open documentation and SDK you can download and simply plug into your application. Thanks for coming on the showcase. Thanks for watching.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
JohnPERSON

0.99+

John KimPERSON

0.99+

BrazilLOCATION

0.99+

SandbergORGANIZATION

0.99+

San FranciscoLOCATION

0.99+

two secondsQUANTITY

0.99+

Louis FernandoPERSON

0.99+

Luiz Fernando DinizPERSON

0.99+

2012DATE

0.99+

LouisePERSON

0.99+

three timesQUANTITY

0.99+

LuisPERSON

0.99+

2QUANTITY

0.99+

SendbirdORGANIZATION

0.99+

LewisPERSON

0.99+

first momentQUANTITY

0.99+

millionsQUANTITY

0.99+

second stepQUANTITY

0.99+

John ERPERSON

0.99+

first stepQUANTITY

0.99+

second startupQUANTITY

0.99+

hundredsQUANTITY

0.99+

LouisPERSON

0.99+

AWSORGANIZATION

0.99+

over 200 millionQUANTITY

0.99+

thousandsQUANTITY

0.99+

99.9%QUANTITY

0.99+

over 300 employeesQUANTITY

0.99+

next yearDATE

0.99+

four timesQUANTITY

0.98+

first companyQUANTITY

0.98+

MarTechORGANIZATION

0.98+

seven different countriesQUANTITY

0.98+

pick payTITLE

0.98+

SandburgORGANIZATION

0.98+

DenisePERSON

0.97+

3QUANTITY

0.97+

RedditORGANIZATION

0.97+

sandbarORGANIZATION

0.97+

OneQUANTITY

0.97+

todayDATE

0.96+

oneQUANTITY

0.96+

one more secondQUANTITY

0.96+

a dayQUANTITY

0.96+

StripeORGANIZATION

0.95+

a minuteDATE

0.95+

fiveDATE

0.95+

DoorDashORGANIZATION

0.95+

WhatsAppORGANIZATION

0.94+

FirstQUANTITY

0.93+

more than 30 million active usersQUANTITY

0.93+

SASORGANIZATION

0.92+

over quarter billion usersQUANTITY

0.91+

4 yearsQUANTITY

0.9+

BrazilianOTHER

0.89+

80 startup showcaseQUANTITY

0.88+

PicPay SocialORGANIZATION

0.87+

ChadLOCATION

0.86+

Moving The World With InfluxDB


 

(upbeat music) >> Okay, we're now going to go into the customer panel. And we'd like to welcome Angelo Fausti, who's software engineer at the Vera C Rubin Observatory, and Caleb Maclachlan, who's senior spacecraft operations software engineer at Loft Orbital. Guys, thanks for joining us. You don't want to miss folks, this interview. Caleb, let's start with you. You work for an extremely cool company. You're launching satellites into space. Cause doing that is highly complex and not a cheap endeavor. Tell us about Loft Orbital and what you guys do to attack that problem? >> Yeah, absolutely. And thanks for having me here, by the way. So Loft Orbital is a company that's a series B startup now. And our mission basically is to provide rapid access to space for all kinds of customers. Historically, if you want to fly something in space, do something in space, it's extremely expensive. You need to book a launch, build a bus, hire a team to operate it, have big software teams, and then eventually worry about a lot of very specialized engineering. And what we're trying to do is, change that from a super specialized problem that has an extremely high barrier of access to a infrastructure problem. So that it's almost as simple as deploying a VM in AWS or GCP, as getting your programs, your mission deployed on orbit, with access to different sensors, cameras, radios, stuff like that. So that's kind of our mission. And just to give a really brief example of the kind of customer that we can serve. There's a really cool company called Totum labs, who is working on building an IoT constellation, for Internet of Things. Basically being able to get telemetry from all over the world. They're the first company to demonstrate indoor IoT, which means you have this little modem inside a container. A container that you track from anywhere on the world as it's going across the ocean. So it's really little. And they've been able to stay small startup that's focused on their product, which is that super crazy, complicated, cool radio, while we handle the whole space segment for them, which just, before Loft was really impossible. So that's our mission is, providing space infrastructure as a service. We are kind of groundbreaking in this area, and we're serving a huge variety of customers with all kinds of different missions, and obviously, generating a ton of data in space that we've got to handle. >> Yeah, so amazing, Caleb, what you guys do. I know you were lured to the skies very early in your career, but how did you kind of land in this business? >> Yeah, so I guess just a little bit about me. For some people, they don't necessarily know what they want to do, early in their life. For me, I was five years old and I knew, I want to be in the space industry. So I started in the Air Force, but have stayed in the space industry my whole career and been a part of, this is the fifth space startup that I've been a part of, actually. So I've kind of started out in satellites, did spend some time in working in the launch industry on rockets. Now I'm here back in satellites. And honestly, this is the most exciting of the different space startups that I've been a part of. So, always been passionate about space and basically writing software for operating in space for basically extending how we write software into orbit. >> Super interesting. Okay, Angelo. Let's talk about the Rubin Observatory Vera C. Rubin, famous woman scientists, Galaxy guru, Now you guys, the observatory are up, way up high, you're going to get a good look at the southern sky. I know COVID slowed you guys down a bit. But no doubt you continue to code away on the software. I know you're getting close. You got to be super excited. Give us the update on the observatory and your role. >> All right. So yeah, Rubin is state of the art observatory that is in construction on a remote mountain in Chile. And with Rubin we'll conduct the large survey of space and time. We are going to observe the sky with eight meter optical telescope and take 1000 pictures every night with 3.2 gigapixel camera. And we're going to do that for 10 years, which is the duration of the survey. The goal is to produce an unprecedented data set. Which is going to be about .5 exabytes of image data. And from these images will detect and measure the properties of billions of astronomical objects. We are also building a science platform that's hosted on Google Cloud, so that the scientists and the public can explore this data to make discoveries. >> Yeah, amazing project. Now, you aren't a Doctor of Philosophy. So you probably spent some time thinking about what's out there. And then you went on to earn a PhD in astronomy and astrophysics. So this is something that you've been working on for the better part of your career, isn't it? >> Yeah, that's right. About 15 years. I studied physics in college, then I got a PhD in astronomy. And I worked for about five years in another project, the Dark Energy survey before joining Rubin in 2015. >> Yeah, impressive. So it seems like both your organizations are looking at space from two different angles. One thing you guys both have in common, of course, is software. And you both use InfluxDB as part of your data infrastructure. How did you discover InfluxDB, get into it? How do you use the platform? Maybe Caleb, you can start. >> Yeah, absolutely. So the first company that I extensively used InfluxDB in was a launch startup called Astra. And we were in the process of designing our first generation rocket there and testing the engines, pumps. Everything that goes into a rocket. And when I joined the company, our data story was not very mature. We were collecting a bunch of data in LabVIEW. And engineers were taking that over to MATLAB to process it. And at first, that's the way that a lot of engineers and scientists are used to working. And at first that was, like, people weren't entirely sure that, that needed to change. But it's something, the nice thing about InfluxDB is that, it's so easy to deploy. So our software engineering team was able to get it deployed and up and running very quickly and then quickly also backport all of the data that we've collected thus far into Influx. And what was amazing to see and it's kind of the super cool moment with Influx is, when we hooked that up to Grafana, Grafana, is the visualization platform we use with influx, because it works really well with it. There was like this aha moment of our engineers who are used to this post process kind of method for dealing with their data, where they could just almost instantly, easily discover data that they hadn't been able to see before. And take the manual processes that they would run after a test and just throw those all in Influx and have live data as tests were coming. And I saw them implementing crazy rocket equation type stuff in Influx and it just was totally game changing for how we tested. And things that previously it would be like run a test, then wait an hour for the engineers to crunch the data and then we run another test with some changed parameters or a changed startup sequence or something like that, became, by the time the test is over, the engineers know what the next step is, because they have this just like instant game changing access to data. So since that experience, basically everywhere I've gone, every company since then, I've been promoting InfluxDB and using it and spinning it up and quickly showing people how simple and easy it is. >> Yeah, thank you. So Angelo, I was explaining in my open that, you know you could add a column in a traditional RDBMS and do time series. But with the volume of data that you're talking about in the example that Caleb just gave, you have to have a purpose built time series database. Where did you first learn about InfluxDB? >> Yeah, correct. So I worked with the data management team and my first project was the record metrics that measure the performance of our software. The software that we use to process the data. So I started implementing that in our relational database. But then I realized that in fact, I was dealing with time series data. And I should really use a solution built for that. And then I started looking at time series databases and I found InfluxDB, that was back in 2018. Then I got involved in another project. To record telemetry data from the telescope itself. It's very challenging because you have so many subsystems and sensors, producing data. And with that data, the goal is to look at the telescope harder in real time so we can make decisions and make sure that everything's doing the right thing. And another use for InfluxDB that I'm also interested, is the visits database. If you think about the observations, we are moving the telescope all the time and pointing to specific directions in the sky and taking pictures every 30 seconds. So that itself is a time series. And every point in the time series, we call that visit. So we want to record the metadata about those visits in InfluxDB. That time series is going to be 10 years long, with about 1000 points every night. It's actually not too much data compared to the other problems. It's really just the different time scale. So yeah, we have plans on continuing using InfluxDB and finding new applications in the project. >> Yeah and the speed with which you can actually get high quality images. Angelo, my understanding is, you use InfluxDB, as you said, you're monitoring the telescope hardware and the software. And just say, some of the scientific data as well. The telescope at the Rubin Observatory is like, no pun intended, I guess, the star of the show. And I believe, I read that it's going to be the first of the next gen telescopes to come online. It's got this massive field of view, like three orders of magnitude times the Hubble's widest camera view, which is amazing. That's like 40 moons in an image, and amazingly fast as well. What else can you tell us about the telescope? >> Yeah, so it's really a challenging project, from the point of view of engineering. This telescope, it has to move really fast. And it also has to carry the primary mirror, which is an eight meter piece of glass, it's very heavy. And it has to carry a camera, which is about the size of a small car. And this whole structure weighs about 300 pounds. For that to work, the telescope needs to be very compact and stiff. And one thing that's amazing about its design is that the telescope, this 300 tons structure, it sits on a tiny film of oil, which has the diameter of human hair, in that brings an almost zero friction interface. In fact, a few people can move this enormous structure with only their hands. As you said, another aspect that makes this telescope unique is the optical design. It's a wide field telescope. So each image has, in diameter, the size of about seven full moons. And with that we can map the entire sky in only three days. And of course, during operations, everything's controlled by software, and it's automatic. There's a very complex piece of software called the scheduler, which is responsible for moving the telescope and the camera. Which will record the 15 terabytes of data every night. >> And Angelo, all this data lands in InfluxDB, correct? And what are you doing with all that data? >> Yeah, actually not. So we're using InfluxDB to record engineering data and metadata about the observations, like telemetry events and the commands from the telescope. That's a much smaller data set compared to the images. But it is still challenging because you have some high frequency data that the system needs to keep up and we need to store this data and have it around for the lifetime of the project. >> Hm. So at the mountain, we keep the data for 30 days. So the observers, they use Influx and InfluxDB instance, running there to analyze the data. But we also replicate the data to another instance running at the US data facility, where we have more computational resources and so more people can look at the data without interfering with the observations. Yeah, I have to say that InfluxDB has been really instrumental for us, and especially at this phase of the project where we are testing and integrating the different pieces of hardware. And it's not just the database, right. It's the whole platform. So I like to give this example, when we are doing this kind of task, it's hard to know in advance which dashboards and visualizations you're going to need, right. So what you really need is a data exploration tool. And with tools like chronograph, for example, having the ability to query and create dashboards on the fly was really a game changer for us. So astronomers, they typically are not software engineers, but they are the ones that know better than anyone, what needs to be monitored. And so they use chronograph and they can create the dashboards and the visualizations that they need. >> Got it. Thank you. Okay, Caleb, let's bring you back in. Tell us more about, you got these dishwasher size satellites are kind of using a multi tenant model. I think it's genius. But tell us about the satellites themselves. >> Yeah, absolutely. So we have in space, some satellites already. That, as you said, are like dishwasher, mini fridge kind of size. And we're working on a bunch more that are a variety of sizes from shoe box to I guess, a few times larger than what we have today. And it is, we do shoot to have, effectively something like a multi tenant model where we will buy a bus off the shelf, the bus is, what you can kind of think of as the core piece of the satellite, almost like a motherboard or something. Where it's providing the power, it has the solar panels, it has some radios attached to it, it handles the altitude control, basically steers the spacecraft in orbit. And then we build, also in house, what we call our payload hub, which is has all any customer payloads attached, and our own kind of edge processing sort of capabilities built into it. And so we integrate that, we launch it, and those things, because they're in low Earth orbit, they're orbiting the Earth every 90 minutes. That's seven kilometers per second, which is several times faster than a speeding bullet. So we've got, we have one of the unique challenges of operating spacecraft in lower Earth orbit is that generally you can't talk to them all the time. So we're managing these things through very brief windows of time. Where we get to talk to them through our ground sites, either in Antarctica or in the North Pole region. So we'll see them for 10 minutes, and then we won't see them for the next 90 minutes as they zip around the Earth collecting data. So one of the challenges that exists for a company like ours is, that's a lot of, you have to be able to make real time decisions operationally, in those short windows that can sometimes be critical to the health and safety of the spacecraft. And it could be possible that we put ourselves into a low power state in the previous orbit or something potentially dangerous to the satellite can occur. And so as an operator, you need to very quickly process that data coming in. And not just the the live data, but also the massive amounts of data that were collected in, what we call the back orbit, which is the time that we couldn't see the spacecraft. >> We got it. So talk more about how you use InfluxDB to make sense of this data from all those tech that you're launching into space. >> Yeah, so we basically, previously we started off, when I joined the company, storing all of that, as Angelo did, in a regular relational database. And we found that it was so slow, and the size of our data would balloon over the course of a couple of days to the point where we weren't able to even store all of the data that we were getting. So we migrated to InfluxDB to store our time series telemetry from the spacecraft. So that thing's like power level voltage, currents counts, whatever metadata we need to monitor about the spacecraft, we now store that in InfluxDB. And that has, you know, now we can actually easily store the entire volume of data for the mission life so far, without having to worry about the size bloating to an unmanageable amount. And we can also seamlessly query large chunks of data, like if I need to see, for example, as an operator, I might want to see how my battery state of charge is evolving over the course of the year, I can have a plot in an Influx that loads that in a fraction of a second for a year's worth of data, because it does, you know, intelligent. I can intelligently group the data by citing time interval. So it's been extremely powerful for us to access the data. And as time has gone on, we've gradually migrated more and more of our operating data into Influx. So not only do we store the basic telemetry about the bus and our payload hub, but we're also storing data for our customers, that our customers are generating on board about things like you know, one example of a customer that's doing something pretty cool. They have a computer on our satellite, which they can reprogram themselves to do some AI enabled edge compute type capability in space. And so they're sending us some metrics about the status of their workloads, in addition to the basics, like the temperature of their payload, their computer or whatever else. And we're delivering that data to them through Influx in a Grafana dashboard that they can plot where they can see, not only has this pipeline succeeded or failed, but also where was the spacecraft when this occurred? What was the voltage being supplied to their payload? Whatever they need to see, it's all right there for them. Because we're aggregating all that data in InfluxDB. >> That's awesome. You're measuring everything. Let's talk a little bit about, we throw this term around a lot, data driven. A lot of companies say, Oh, yes, we're data driven. But you guys really are. I mean, you got data at the core. Caleb, what does that what does that mean to you? >> Yeah, so you know, I think, the clearest example of when I saw this, be like totally game changing is, what I mentioned before it, at Astra, were our engineers feedback loop went from a lot of, kind of slow researching, digging into the data to like an instant, instantaneous, almost, Seeing the data, making decisions based on it immediately, rather than having to wait for some processing. And that's something that I've also seen echoed in my current role. But to give another practical example, as I said, we have a huge amount of data that comes down every orbit, and we need to be able to ingest all that data almost instantaneously and provide it to the operator in near real time. About a second worth of latency is all that's acceptable for us to react to. To see what is coming down from the spacecraft and building that pipeline is challenging, from a software engineering standpoint. Our primary language is Python, which isn't necessarily that fast. So what we've done is started, in the in the goal being data driven, is publish metrics on individual, how individual pieces of our data processing pipeline, are performing into Influx as well. And we do that in production as well as in dev. So we have kind of a production monitoring flow. And what that has done is, allow us to make intelligent decisions on our software development roadmap. Where it makes the most sense for us to focus our development efforts in terms of improving our software efficiency, just because we have that visibility into where the real problems are. At sometimes we've found ourselves, before we started doing this, kind of chasing rabbits that weren't necessarily the real root cause of issues that we were seeing. But now, that we're being a bit more data driven, there, we are being much more effective in where we're spending our resources and our time, which is especially critical to us as we scaled from supporting a couple of satellites to supporting many, many satellites at once. >> So you reduce those dead ends. Maybe Angela, you could talk about what sort of data driven means to you and your team? >> Yeah, I would say that having real time visibility, to the telemetry data and metrics is crucial for us. We need to make sure that the images that we collect, with the telescope have good quality and that they are within the specifications to meet our science goals. And so if they are not, we want to know that as soon as possible, and then start fixing problems. >> Yeah, so I mean, you think about these big science use cases, Angelo. They are extremely high precision, you have to have a lot of granularity, very tight tolerances. How does that play into your time series data strategy? >> Yeah, so one of the subsystems that produce the high volume and high rates is the structure that supports the telescope's primary mirror. So on that structure, we have hundreds of actuators that compensate the shape of the mirror for the formations. That's part of our active updated system. So that's really real time. And we have to record this high data rates, and we have requirements to handle data that are a few 100 hertz. So we can easily configure our database with milliseconds precision, that's for telemetry data. But for events, sometimes we have events that are very close to each other and then we need to configure database with higher precision. >> um hm For example, micro seconds. >> Yeah, so Caleb, what are your event intervals like? >> So I would say that, as of today on the spacecraft, the event, the level of timing that we deal with probably tops out at about 20 hertz, 20 measurements per second on things like our gyroscopes. But I think the core point here of the ability to have high precision data is extremely important for these kinds of scientific applications. And I'll give you an example, from when I worked on the rockets at Astra. There, our baseline data rate that we would ingest data during a test is 500 hertz, so 500 samples per second. And in some cases, we would actually need to ingest much higher rate data. Even up to like 1.5 kilohertz. So extremely, extremely high precision data there, where timing really matters a lot. And, I can, one of the really powerful things about Influx is the fact that it can handle this, that's one of the reasons we chose it. Because there's times when we're looking at the results of firing, where you're zooming in. I've talked earlier about how on my current job, we often zoom out to look at a year's worth of data. You're zooming in, to where your screen is preoccupied by a tiny fraction of a second. And you need to see, same thing, as Angelo just said, not just the actual telemetry, which is coming in at a high rate, but the events that are coming out of our controllers. So that can be something like, hey, I opened this valve at exactly this time. And that goes, we want to have that at micro or even nanosecond precision, so that we know, okay, we saw a spike in chamber pressure at this exact moment, was that before or after this valve open? That kind of visibility is critical in these kinds of scientific applications and absolutely game changing, to be able to see that in near real time. And with a really easy way for engineers to be able to visualize this data themselves without having to wait for us software engineers to go build it for them. >> Can the scientists do self serve? Or do you have to design and build all the analytics and queries for scientists? >> I think that's absolutely from my perspective, that's absolutely one of the best things about Influx, and what I've seen be game changing is that, generally, I'd say anyone can learn to use Influx. And honestly, most of our users might not even know they're using Influx. Because the interface that we expose to them is Grafana, which is generic graphing, open source graphing library that is very similar to Influx zone chronograph. >> Sure. >> And what it does is, it provides this, almost, it's a very intuitive UI for building your query. So you choose a measurement, and it shows a drop down of available measurements, and then you choose the particular field you want to look at. And again, that's a drop down. So it's really easy for our users to discover it. And there's kind of point and click options for doing math, aggregations. You can even do like, perfect kind of predictions all within Grafana. The Grafana user interface, which is really just a wrapper around the API's and functionality that Influx provides. So yes, absolutely, that's been the most powerful thing about it, is that it gets us out of the way, us software engineers, who may not know quite as much as the scientists and engineers that are closer to the interesting math. And they build these crazy dashboards that I'm just like, wow, I had no idea you could do that. I had no idea that, that is something that you would want to see. And absolutely, that's the most empowering piece. >> Yeah, putting data in the hands of those who have the context, the domain experts is key. Angelo is it the same situation for you? Is it self serve? >> Yeah, correct. As I mentioned before, we have the astronomers making their own dashboards, because they know exactly what they need to visualize. And I have an example just from last week. We had an engineer at the observatory that was building a dashboard to monitor the cooling system of the entire building. And he was familiar with InfluxQL, which was the primarily query language in version one of InfluxDB. And he had, that was really a challenge because he had all the data spread at multiple InfluxDB measurements. And he was like doing one query for each measurement and was not able to produce what he needed. And then, but that's the perfect use case for Flux, which is the new data scripting language that Influx data developed and introduced as the main language in version two. And so with Flux, he was able to combine data from multiple measurements and summarize this data in a nice table. So yeah, having more flexible and powerful language, also allows you to make better a visualization. >> So Angelo, where would you be without time series database, that technology generally, may be specifically InfluxDB, as one of the leading platforms. Would you be able to do this? >> Yeah, it's hard to imagine, doing what we are doing without InfluxDB. And I don't know, perhaps it would be just a matter of time to rediscover InfluxDB. >> Yeah. How about you Caleb? >> Yeah, I mean, it's all about using the right tool for the job. I think for us, when I joined the company, we weren't using InfluxDB and we were dealing with serious issues of the database growing to a an incredible size, extremely quickly. And being unable to, like even querying short periods of data, was taking on the order of seconds, which is just not possible for operations. So time series database is, if you're dealing with large volumes of time series data, Time series database is the right tool for the job and Influx is a great one for it. So, yeah, it's absolutely required to use for this kind of data, there is not really any other option. >> Guys, this has been really informative. It's pretty exciting to see, how the edge is mountain tops, lower Earth orbits. Space is the ultimate edge. Isn't it. I wonder if you could two questions to wrap here. What comes next for you guys? And is there something that you're really excited about? That you're working on. Caleb, may be you could go first and than Angelo you could bring us home. >> Yeah absolutely, So basically, what's next for Loft Orbital is more, more satellites a greater push towards infrastructure and really making, our mission is to make space simple for our customers and for everyone. And we're scaling the company like crazy now, making that happen. It's extremely exciting and extremely exciting time to be in this company and to be in this industry as a whole. Because there are so many interesting applications out there. So many cool ways of leveraging space that people are taking advantage of and with companies like SpaceX, now rapidly lowering cost of launch. It's just a really exciting place to be in. And we're launching more satellites. We're scaling up for some constellations and our ground system has to be improved to match. So there is a lot of improvements that we are working on to really scale up our control systems to be best in class and make it capable of handling such large workloads. So, yeah. What's next for us is just really 10X ing what we are doing. And that's extremely exciting. >> And anything else you are excited about? Maybe something personal? Maybe, you know, the titbit you want to share. Are you guys hiring? >> We're absolutely hiring. So, we've positions all over the company. So we need software engineers. We need people who do more aerospace specific stuff. So absolutely, I'd encourage anyone to check out the Loft Orbital website, if this is at all interesting. Personal wise, I don't have any interesting personal things that are data related. But my current hobby is sea kayaking, so I'm working on becoming a sea kayaking instructor. So if anyone likes to go sea kayaking out in the San Francisco Bay area, hopefully I'll see you out there. >> Love it. All right, Angelo, bring us home. >> Yeah. So what's next for us is, we're getting this telescope working and collecting data and when that's happened, it's going to be just a delish of data coming out of this camera. And handling all that data, is going to be a really challenging. Yeah, I wonder I might not be here for that I'm looking for it, like for next year we have an important milestone, which is our commissioning camera, which is a simplified version of the full camera, is going to be on sky and so most of the system has to be working by then. >> Any cool hobbies that you are working on or any side project? >> Yeah, actually, during the pandemic I started gardening. And I live here in Two Sun, Arizona. It gets really challenging during the summer because of the lack of water, right. And so, we have an automatic irrigation system at the farm and I'm trying to develop a small system to monitor the irrigation and make sure that our plants have enough water to survive. >> Nice. All right guys, with that we're going to end it. Thank you so much. Really fascinating and thanks to InfluxDB for making this possible. Really ground breaking stuff, enabling value at the edge, in the cloud and of course beyond, at the space. Really transformational work, that you guys are doing. So congratulations and I really appreciate the broader community. I can't wait to see what comes next from this entire eco system. Now in the moment, I'll be back to wrap up. This is Dave Vallante. And you are watching The cube, the leader in high tech enterprise coverage. (upbeat music)

Published Date : Apr 21 2022

SUMMARY :

and what you guys do of the kind of customer that we can serve. Caleb, what you guys do. So I started in the Air Force, code away on the software. so that the scientists and the public for the better part of the Dark Energy survey And you both use InfluxDB and it's kind of the super in the example that Caleb just gave, the goal is to look at the of the next gen telescopes to come online. the telescope needs to be that the system needs to keep up And it's not just the database, right. Okay, Caleb, let's bring you back in. the bus is, what you can kind of think of So talk more about how you use InfluxDB And that has, you know, does that mean to you? digging into the data to like an instant, means to you and your team? the images that we collect, I mean, you think about these that produce the high volume For example, micro seconds. that's one of the reasons we chose it. that's absolutely one of the that are closer to the interesting math. Angelo is it the same situation for you? And he had, that was really a challenge as one of the leading platforms. Yeah, it's hard to imagine, How about you Caleb? of the database growing Space is the ultimate edge. and to be in this industry as a whole. And anything else So if anyone likes to go sea kayaking All right, Angelo, bring us home. and so most of the system because of the lack of water, right. in the cloud and of course

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
AngelaPERSON

0.99+

2015DATE

0.99+

Dave VallantePERSON

0.99+

Angelo FaustiPERSON

0.99+

1000 picturesQUANTITY

0.99+

Loft OrbitalORGANIZATION

0.99+

Caleb MaclachlanPERSON

0.99+

40 moonsQUANTITY

0.99+

500 hertzQUANTITY

0.99+

30 daysQUANTITY

0.99+

ChileLOCATION

0.99+

SpaceXORGANIZATION

0.99+

CalebPERSON

0.99+

2018DATE

0.99+

AntarcticaLOCATION

0.99+

10 yearsQUANTITY

0.99+

15 terabytesQUANTITY

0.99+

San Francisco BayLOCATION

0.99+

EarthLOCATION

0.99+

North PoleLOCATION

0.99+

AngeloPERSON

0.99+

PythonTITLE

0.99+

Vera C. RubinPERSON

0.99+

InfluxTITLE

0.99+

10 minutesQUANTITY

0.99+

3.2 gigapixelQUANTITY

0.99+

InfluxDBTITLE

0.99+

300 tonsQUANTITY

0.99+

two questionsQUANTITY

0.99+

bothQUANTITY

0.99+

Rubin ObservatoryLOCATION

0.99+

last weekDATE

0.99+

each imageQUANTITY

0.99+

1.5 kilohertzQUANTITY

0.99+

first projectQUANTITY

0.99+

eight meterQUANTITY

0.99+

todayDATE

0.99+

next yearDATE

0.99+

Vera C Rubin ObservatoryORGANIZATION

0.99+

AWSORGANIZATION

0.99+

USLOCATION

0.99+

one thingQUANTITY

0.98+

an hourQUANTITY

0.98+

firstQUANTITY

0.98+

first generationQUANTITY

0.98+

oneQUANTITY

0.98+

three ordersQUANTITY

0.98+

one exampleQUANTITY

0.97+

Two Sun, ArizonaLOCATION

0.97+

InfluxQLTITLE

0.97+

hundreds of actuatorsQUANTITY

0.97+

each measurementQUANTITY

0.97+

about 300 poundsQUANTITY

0.97+

Jeff Grimes & Serge Shevchenko, AWS | AWS Summit SF 2022


 

(bright music) >> Okay, welcome back everyone. It's theCUBE's coverage here in San Francisco, California. We're live on the show floor of AWS Summit 2022. I'm John Furrier, your host of theCUBE. And remember AWS Summit in New York city coming up this summer. We'll be there as well. And of course, re:Invent at the end of the year for all theCUBE coverage on cloud computing and AWS. The two great guests here from the APN, Global APN, Serge Shevchenko and Jeff Grimes Partner Leader. Jeff and Serge is doing partnerships. Global APN >> AWS Global Startup Program. >> Okay, say that again. >> AWS Global Startup Program. >> That's the official name. >> I love it >> Too long for me. Thanks for coming on. >> Yeah, of course. >> Yeah, appreciate it. >> Tell us about what's going on with you guys? How was you guys organized? You guys, we're obviously we're in San Francisco bay area, Silicon Valley, zillions of startups here. New York has got another one we're going to be at. Tons of startups, a lot of them getting funded, big growth in cloud, big growth in data, security, hot in all sectors. >> Jeff: Absolutely. >> So maybe we could just start with the global startup program. It's essentially a white glove service that we provide to startups that are built on AWS. And the intention there is to help identify use cases that are being built on top of AWS. And for these startups, we want to provide white glove support in co building products together, co-marketing and co-selling. Essentially, the use cases that our customers need solved that either they don't want to build themselves or perhaps more innovative. So the AWS Global Startup Program provides white glove support, dedicated headcount for each one of those pillars. And within our program, we've also provided incentives, programs, go to market activities like the AWS Startup Showcase that we've built for these startups. >> Yeah, by the way, awsstartups.com is the URL. Check it out. Okay, so your partnerships are key. Jeff, what's your role? >> So I'm responsible for leading the overall effort for the AWS Global Startup Program. So I've got a team of partner managers that are located throughout the US managing a few hundred startup ISVs right now. >> Yeah, you got a lot. >> We've got a lot. There's a lot. >> I got to ask a tough question. I'm a startup founder. I got a team. I just got my series A. We're grown and I'm trying to hire people. I'm super busy. What's in it for me? What do you guys bring to the table? I love the white glove service but translate that. What's in it for me? What do I get out of it? What's the story? >> That's a good question. Focus, I think. >> Jeff: Yeah. >> Because we get to see a lot of partners building their businesses on AWS. So from our perspective, helping these partners focus on what do we truly need to build by working backwards from customer feedback. How do we effectively go to market? Because we've seen startups do various things through trial and error and also just messaging. Because oftentimes partners or rather startups try to boil the ocean with many different use cases. So we really help them sort of laser focus on what are you really good at and how can we bring that to the customer as quickly as possible? >> Yeah, it's truly about helping that founder accelerate the growth of their company. And there's a lot that you can do with AWS but focus is truly the key word there because they're going to be able to find their little piece of real estate and absolutely deliver incredible outcomes for our customers and then they can start their growth curve there. >> What are some of the coolest things you've seen with the APN that you can share publicly? I know you got a lot going on there, a lot of confidentiality, but we're here, a lot of great partners on the floor here. I'm glad we're back at events, a lot of stuff going on, digitally with virtual stuff and hybrid. What are some of the cool things you guys have seen in the APN that you can point to? >> Yeah, absolutely. I can point to few, you can take them. So I think what's been fun over the years for me personally, I came from a startup, ran sales at an early stage startup and I went through the whole thing. So I have a deep appreciation for what these guys are going through. And what's been interesting to see for me is taking some of these early stage guys, watching them progress, go public, get acquired, and see that big day. And being able to point to very specific items that we help them to get to that point. And it's just a really fun journey to watch. >> Yeah, and part of the reason why I really love working at the AWS Global Startup Program is working with passionate founders. I just met with a founder today, he's going to build a very big business one day and watching them grow through these stages and supporting that growth, I like to think of our program as a catalyst for enterprise sort of scale. And through that we provide visibility, credibility and growth opportunities. >> A lot of partners too, what I found, talking to staff founders is when they have that milestone, they worked so hard for it. whether it's a B round, C round, or public or get bought. Then they take a deep breath and they look back at, wow what a journey it's been. So it's kind of emotional for sure, but still it's a grind. When you get funding, it's still day one. You don't stop. It's no celebrate, you got a big round or valuation. You still got to execute. >> And look it's hypercompetitive and it's brutally difficult. And our job is to try to make that a little less difficult and navigate those waters where everyone's going after similar things. >> Yeah, and I think as a group element too. I observe that startups that I meet through the APN has been interesting because they feel part of AWS. >> Serge: Totally. >> As a group of community, as a vibe there. I know they're hustling. They're trying to make things happen. But at the same time, Amazon throws a huge halo effect. That's a huge factor. You guys are the number one cloud in the business. The growth and every sector is booming. And if you're a startup, you don't have that luxury yet. And look at companies like Snowflake that built on top of AWS. People are winning by building on AWS. >> Our program really validates their technology first. So we have what's called a foundation's technical review that we put all of our startups through before we go to market. So that when enterprise customers are looking at startup technology, they know that it's already been vetted. And to take that a step further and help these partners differentiate, we use programs like the competency programs, the DevOps competency, the security competency which continues to help provide a platform for these startups, help them differentiate, and also there's go to market benefits that are associated with that. >> So let me ask the question that's probably on everyone's mind who's watching us. Actually, I asked this a lot. There's a lot of companies startups out there. Who makes the cut? Is there a criteria? God, that's not like it's sports team or anything. >> Sure. >> There's activate program, which is like there's hundreds of thousands of startups out there. Not everyone is at the APN. >> Serge: Correct. >> So ISVs, again, that's a whole nother. That's a more mature partner that might have huge market cap or growth. How do you guys focus? How do you guys focus? >> Serge: Good question. >> A thousand flowers blooming all the time. Is there a new way you guys are looking at it? I know there's been some talk about restructure or new focus. What's the focus? >> It's definitely not an easy task by any means but I recently took over this role and we're really trying to establish focus areas. So obviously a lot of the ISVs that we look after are infrastructure ISVs. That's what we do and so we have very specific pods that look after different type of partners. So we've got a security pod, we've got a DevOps pod, we've got core infrastructure, et cetera. And really we're trying to find these ISVs that can solve really interesting AWS customer challenges. >> Do you guys have a deliberate focus on these pillars? So one, infrastructure. >> Security, DevOps and data and analytics and then line of business. >> Line of business, like web marketing solutions. (group chattering) >> Yeah, exactly. >> So solutions there. >> Yeah. More solutions and the other ones are like hardcore. So infrastructure as well like storage, backup, ransomware, kind of stuff. >> Storage, networking. >> Okay, yeah, the classic. >> Database, et cetera. >> And so there's teams on each pillar. >> Yep. So I think what's fascinating for the startups that we cover is that they truly have support from a build market sell perspective. So you've got someone who's technical to really help them get the technology figured out, someone to help them get the marketing message dialed and spread, and then someone to actually do the co-sell day to day activities to help them get in front of customers. >> Probably the number one request that we always ask for Amazon is can we wish that SOC report, oh download it on the console, which we use all the time. >> Exactly. >> But security's a big deal. SREs are evolve in that role of DevOps is taking on DevSecOps. I could see a lot of customers having that need for a relationship to move things faster. Do you guys provide like escalation or is that a part of a service or not part of? >> So the partner development manager can be an escalation point, absolutely. Think of them as an extension of your business inside of AWS. >> Great and you guys, how is that partner managers measured? >> On those three pillars. >> Got it, okay. >> Are we building valuable use cases? So product development. Go to market, so go to market activities. Think blog posts, webinars, case studies, so on and so forth. And then co-sell. Not only are we helping these partners win their current opportunities that they are sourcing, but can we also help them source net new deals? >> Jeff: Yeah. >> That's very important. Top ask from the partners is get me in front of customers. Not an easy task, but that's a huge goal of ours to help them grow their top line. >> In fact, we have some interviews here on theCUBE earlier talking about that dynamic of how enterprise customers are buying. And it's interesting, a lot more POCs. I have one partner here that you guys work with on observability. They got a huge POC with Capital One and the enterprises are engaging the startups and bringing them in. So the combination of open source software, enterprises are leaning into that hard and bringing young growing startups in. So I could see that as a huge service that you guys can bring people in. >> Right and they're bringing massively differentiated technology to the table. The challenge is they just might not have the brand recognition that the big guys have. And so that's our job is how do you get that great tech in front of the right situations. >> So my next question is about the show here and then we'll talk globally. So here in San Francisco, Silicon Valley, bay area, San Francisco bay area, a lot of startups, a lot of VCs, a lot of action. So probably a big marker for you guys. So what's exciting here in SF? And then outside of SF, you guys have a global program. You see any trends that are geography-based or is it areas more mature? There's certain regions that are better. And I just interviewed a company here that's doing AWS Edge really well. It's interesting that the partners are filling a lot of holes and gaps in the opportunities with AWS. So what's exciting here, and then what's the global perspective? >> Yeah, totally. So obviously, a ton of partners from the bay area that we support, but we're seeing a lot of really interesting technology coming out of EMEA specifically. And making a lot of noise here in the United States, which is great. And so we definitely have that global presence and starting to see super differentiated technology come out of those regions. >> Yeah, especially Tel Aviv. >> Yeah. >> EMEA real quick before you get into surge. It's interesting. The VC market in Europe is hot. They've got a lot of unicorns coming in. We've seen a lot of companies coming in. They're kind of rattling their own cage right now. Hey, look at us. Let's see if they crash, but we don't see that happening. I mean, people have been predicting a crash now in the startup ecosystem for at least a year. It's not crashing. In fact, funding's up. >> The pandemic was hard on a lot of startups for sure. >> Jeff: Yeah. >> But what we've seen is many of these startups, as quickly as they can grow, they can also pivot as well. And so I've actually seen many of our startups grow through the pandemic because their use cases are helping customers either save money, become more operationally efficient, and provide value to leadership teams that need more visibility into their infrastructure during a pandemic. >> It's an interesting point. I talked to Andy Jassy and Adam Selipsky both say the same thing during the pandemic. Necessity is the mother of all invention. And startups can move fast. So with that, you guys are there to assist. If I'm a startup and I got to pivot, 'cause remember iterate and pivot, iterate and pivot so you get your economics. That's the playbook of the ventures and the models. >> Yeah, exactly. >> How do you guys help me do that? Give an example, walk me through. Pretend me I'm a startup. Hey, I am on the cloud. Oh my God, pandemic. They need video conferencing. Hey CUBE, what do I need? Serge, what do I do? >> That's a good question. First thing is just listen. I think what we have to do is a really good job of listening to the partner. What are their needs? What is their problem statement and where do they want to go at the end of the day? And oftentimes because we've worked with so many successful startups that have come out of our program, we of either through intuition or a playbook determine what is going to be the best path forward and how do we get these partners to stop focusing on things that will eventually just be a waste of time and or not provide or bring any fruit to the table, which essentially revenue. >> Well, we love startups here in theCUBE because one, they have good stories, they're on cutting edge, always pushing the envelope, and they're kind of disrupting someone else. And so they usually have an opinion they don't mind sharing on camera. So love talking to startups. We love working with you guys on our Startup Showcase, awsstartups.com. Check out awsstartups.com and check out the showcases. Final word, I'll give you guys the last word. What's the bottom line, bumper sticker for the global APN program? Summarize the opportunity for startups, what you guys bring to the table and we'll close it out. Jeff, we'll start with you. >> Totally, yeah. I think the AWS Global Startup Program's here to help companies truly accelerate their business, full stop. And that's what we're here for. >> I love it. It's a good way to put it. >> Ditto? >> Yeah. >> All right. Serge, Jeff, thanks for coming on. >> Thanks John. >> Great to see you. Love working with you guys. Hey, startups need help and the growing and huge market opportunities, the shift cloud scale, data engineering, security, infrastructure, all the markets are exploding in growth because of the digital transformation of realities here, open source and cloud. All making it happen here in theCUBE in San Francisco, California. I'm John Furrier your host. Thanks for watching. >> Let's go, John. (soft music)

Published Date : Apr 21 2022

SUMMARY :

We're live on the show Thanks for coming on. going on with you guys? So the AWS Global Startup Program awsstartups.com is the URL. for the AWS Global Startup Program. There's a lot. I love the white glove That's a good question. So we really help them sort of laser focus accelerate the growth of their company. in the APN that you can point to? I can point to few, you can take them. Yeah, and part of the reason So it's kind of emotional for And our job is to try to make I observe that startups You guys are the number and also there's go to market benefits So let me ask the question Not everyone is at the APN. How do you guys focus? What's the focus? So obviously a lot of the ISVs Do you guys have a deliberate and then line of business. Line of business, like More solutions and the other for the startups that we cover oh download it on the console, SREs are evolve in that role of DevOps So the partner development manager that they are sourcing, Top ask from the partners is So the combination of in front of the right situations. is about the show here here in the United States, in the startup ecosystem a lot of startups for sure. many of our startups grow Necessity is the mother of all invention. Hey, I am on the cloud. go at the end of the day? and check out the showcases. Startup Program's here to help It's a good way to put it. All right. in growth because of the Let's go, John.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
Adam SelipskyPERSON

0.99+

Serge ShevchenkoPERSON

0.99+

AmazonORGANIZATION

0.99+

EuropeLOCATION

0.99+

JeffPERSON

0.99+

SergePERSON

0.99+

JohnPERSON

0.99+

John FurrierPERSON

0.99+

AWSORGANIZATION

0.99+

Jeff GrimesPERSON

0.99+

United StatesLOCATION

0.99+

Silicon ValleyLOCATION

0.99+

Andy JassyPERSON

0.99+

San FranciscoLOCATION

0.99+

APNORGANIZATION

0.99+

San Francisco, CaliforniaLOCATION

0.99+

Jeff GrimesPERSON

0.99+

SFLOCATION

0.99+

Capital OneORGANIZATION

0.99+

USLOCATION

0.99+

Tel AvivLOCATION

0.99+

New YorkLOCATION

0.99+

Global APNORGANIZATION

0.99+

one partnerQUANTITY

0.99+

SnowflakeORGANIZATION

0.99+

bothQUANTITY

0.99+

each pillarQUANTITY

0.98+

EMEALOCATION

0.98+

awsstartups.comOTHER

0.98+

DittoPERSON

0.97+

AWS SummitEVENT

0.97+

zillions of startupsQUANTITY

0.97+

two great guestsQUANTITY

0.96+

todayDATE

0.96+

pandemicEVENT

0.96+

one dayQUANTITY

0.95+

hundreds of thousands of startupsQUANTITY

0.95+

San Francisco bayLOCATION

0.95+

DevSecOpsTITLE

0.94+

AWS Summit 2022EVENT

0.94+

this summerDATE

0.94+

CUBEORGANIZATION

0.93+

Tons of startupsQUANTITY

0.92+

First thingQUANTITY

0.92+

each oneQUANTITY

0.91+

three pillarsQUANTITY

0.89+

AWS Global Startup ProgramTITLE

0.87+

New York cityLOCATION

0.87+

firstQUANTITY

0.86+

SF 2022LOCATION

0.82+

ton of partnersQUANTITY

0.79+

theCUBEORGANIZATION

0.77+

Startup ShowcaseEVENT

0.76+

AWS EdgeORGANIZATION

0.73+

thousand flowersQUANTITY

0.73+

at least a yearQUANTITY

0.72+

Muddu Sudhakar, Aisera | AWS Summit SF 2022


 

>>Okay, welcome back everyone to San Francisco, live coverage here with the cube 80, be summit 2022. We're back in person. I'm John furry host of the cube. We'll be at the 80 us summit in New York city. This summer, check us out then. But right now, two days in San Francisco, getting all the coverage what's going on in the cloud, we got a cube, alumni and friend of the cube. I dos car CEO, investor, a Sierra, and also an investor and a bunch of startups, angel investor. I'm gonna do great to see you. Thanks for coming on the cube. Good to see you. Good to see. See you, sir. Chris pump. Cool. How are you? >>Good. How are you? >>So congratulations on all your investments. Uh, you've made a lot of great successes over the past couple years and your company raising some good cash as Sarah. So give us the update. How much cash have you guys raised? What's the status of the company product what's going on? >>First of all, thank you for having me. We're back to be business with you never while after. Great to see you. Um, so I, as the company started around four years back, I invested with a few of the investors and now I'm the CEO. Um, we have raised close to a hundred million there. The investors are people like nor west Menlo, true ventures, coast, lo ventures, Ram Shera, and all those people all well known guys, Andy Beel chime Paul Mo Mayard web. So a whole bunch of operating people and, uh, Silicon valley vs are involved >>And has it gone? >>It's going well. We are doing really well. We are going almost 300% year over year. Uh, for last three years, the space ISRA is going after is what I call the applying AI for customer service. It operations, it help desk, uh, the same place I used to work at ServiceNow. We are partners with ServiceNow to take, how can we argument for employees and customers, Salesforce, and service now to take it the next stage? Well >>Of having you on the cube, Dave and I, David ante as well loves having you on too, because you not only bring the entrepreneurial CEO experience, you're an investor. You're like a, you're like a guest analyst. <laugh> >>You know who done? You >>Get the comment, this fun to talk to you though, you >>Get the commentary, you you're your finger on the pulse. Um, so I gotta ask you obviously, AI and machine learning, machine learning AI, or you want to phrase isn't every application. Now, AI first, uh, you're seeing a lot of that going on. You're starting to see companies build the modern applications at the top of the stack. So the cloud scale has hit. We're seeing cloud scale. You predicted that we talked about in the cube many times. Now you have that past layer with a lot more services and cloud native becoming a standard layer. Containerizations growing Docker just raised a hundred million on a 2 billion valuation back from the debt after they pivoted from an enterprise services. So open source developers are booming. Um, where's the action. I mean, is there data control, plane emerging, AI needs data. There's a lot of challenges around this. There's a lot of discussions and a lot of companies being funded, observability there's 10 million observability companies. Data is the key. What's your angle on this? What's your take? Yeah, >>No, look, I think I'll give you the view that I see right from my side. Obviously data is very clear. So the things that system of recorded you and me talked about the next layer is called system of intelligence. That's where the AI will play. Like we talk cloud native, it'll be called AI. Native NATO is a new buzzword and using the AI for customer service it operations. We talk about observability. I call it AI ops, applying ops for good old it operations management, cloud management. So you'll see the AOPs applied for whole list of, uh, application from observability doing the CMDB, predicting the events incidents. So I see a lot of work clicking for AIOps and AI service desk. What used to be help desk with ServiceNow BMC <inaudible> you see a new, a layer emerging as a system of intelligence. Uh, the next would be is applying AI with workflow automation. So that's where you'll see a lot of things called customer workflows, employee workflows. So think of what UI path automation, anywhere ServiceNow are doing, that area will be driven with AI workflows. So you'll see AI going off >>Is RPA a company is AI, is RPA a feed of something bigger? Or can someone have a company on RPA UI pass? One will be at their event this summer? Um, is it a product company? I mean, I mean, RPA is almost, should be embedded in everything. It's a feature. >>It is very good point. Very, very good thing. So one is, it's the category for sure. Like it's a category, it's an area where RPA maybe change the name. I call it much more about automation, workflow automation, but RPA and automation is a category. Um, it's a company also, but that automation should be ed in every area. Yeah. Like we call cloud NATO and AI NATO. It'll become automation. NATO. Yeah. And that's your thinking? So >>It's most interesting me. I think about the, what you're talking about. What's coming to my is I'm kinda having flashbacks to the old software model of middleware. Remember at middleware, it was very easy to understand it was middleware. It sat between two things and then the middle and it was software abstraction. Now you have all kinds of workflows abstractions everywhere. So multiple databases, it's not a monolithic thing. Right? Right. So as you break that down, is this the new modern middleware? Because what you're talking about is data workflows, but they might be siloed. Are they integrated? I mean, these are the challenges. This is crazy. What's the, >>So don't put the database became called polyglot databases. Yeah. I call this one polyglot automation. So you need automation as a layer, as a category, but you also need to put automation in every area like you you're talking about. It should be part of service. Now it should be part of ISRA, like every company, every Salesforce. So that's why you see it. MuleSoft and Salesforce buying RPA companies. So you'll see all the SaaS companies, cloud companies having an automation as a core. So it's like how you have a database and compute and sales and networking. You'll also have an automation as a layer <inaudible> inside every stack. >>All right. So I wanna shift gears a little bit and get your perspective on what's going on behind us. You can see, uh, behind us, you got the expo hall, got, um, we're back to vents, but you got, you know, AMD, Clum, Ove, uh, Dynatrace data, dog, innovative all the companies out here that we know. And we interview them all. They're trying to be suppliers to this growing enterprise market. Right. Okay. But now you also got the entrepreneurial equation. Okay. We're gonna have John Sado on from Deibel later today. He's a former NEA guy and we always talk to Jerry, Jen. We know all the, the VCs. What does the startups look like? What does the, to of the, in your mind, cuz you, I know you invest the entrepreneurial founder situation. Cloud's bigger. Mm-hmm <affirmative> global, right? Data's part of it. You mentioned data's code. Yes. Basically. Data's everything. What's it like for a first an entrepreneur right now who's starting a company. What's the white space. What's the attack plan. How do they get in the market? How do they engineer everything? >>Very good. So I'll give it to two things that I'm seeing out there. Remember days of Amazon created the startups 15 years back, everybody built on Amazon now Azure and GCP. The next layer would be is people don't just build on Amazon. They're going build it on top of snowflake. Companies are snowflake becomes the data platform, right? People will build on snowflake. Right? So I, my old boss Blankman trying to build companies on snowflake. So you don't build it just on Amazon. You build it on Amazon and snowflake. Snowflake will become your data store. Snowflake will become your data layer. Right? So I think that's the next level of <inaudible> trying to do that. So if I'm doing observability AI ops, if I'm doing next level of Splunk SIM, I'm gonna build it on snowflake, on Salesforce, on Amazon, on Azure, et cetera. >>It's interesting. You know, Jerry Chan has it put out a thesis a couple months ago called castles in the cloud where your moat is, what you do in the cloud. Not necessarily in the, in the IP. Um, Dave LAN and I had last reinvent, coined the term super cloud. Right's got a lot of traction and a lot of people throwing, throwing mud at us, but we were, our thesis was, is that what Snowflake's doing? What Goldmans Sachs is doing. You're starting to see these clouds on top of clouds. So Amazon's got this huge CapEx advantage. And guys like Charles Fitzgerald out there who we like was kind of shitting on us saying, Hey, you guys terrible, they didn't get him. Like, yeah, I don't think he gets it, but that's a whole, can't wait to debate him publicly on this. He's cool. Um, but snowflake is on Amazon. Yes. Now they say they're on Azure now. Cause they've got a bigger market and they're public, but ultimately without a AWS snowflake doesn't exist and, and they're reimagining the data warehouse with the cloud, right? That's the billion dollar opportunity. >>It is. It is. They both are very tight. So imagine what Frank has done at snowflake and Amazon. So if I'm a startup today, I want to everything on Amazon where possible whatever is, I cannot build, I'll make the pass layer. Remember the middle layer pass will be snowflake so I can build it on snowflake. I can use them for data layer. If I really need do size, I'll build it on force.com Salesforce. Yeah. Right. So I think that's where you'll. >>So basically the, the, if you're an entrepreneur, the, the north star in terms of the, the outcome is be a super cloud. It is, That's the application on another big CapEx ride, the CapEx of AWS or >>Cloud, and that reduce your product development, your go to market and you get use the snowflake marketplace to drive your engagement. >>Yeah. Yeah. How are, how is Amazon and the clouds dealing with these big whales, the snowflakes of the world? I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. Yeah. So, I mean, I'll say, I think they had Redshift. Amazon has got Redshift, um, but snowflakes, a big customer and the they're probably paying AWS, I think bills too. So >>John video it's like whole Netflix is, and Amazon prime Netflix runs on Amazon, but Amazon has Amazon prime that co-optation will be there. So Amazon will have Redshift, but Amazon is also partnering with, uh, snowflake to have native snowflake data warehouses, a data layer. So I think depending on the applic use case, you have to use each of the above. I think snowflake is here for a long term. So if I'm building an application, I want to use snowflake then, right. Think from stats. >>Well, I think that it comes back down to entrepreneurial hustle. Do you have a better product? Right. Product value will ultimately determine it as long as the cloud doesn't, You know, foreclose your value. That's right. With some sort of internal hack. But I think, I think the general question that I have is that I, I think it's okay to have a super cloud like that because the rising tide is still happening. Some point, when does the rising tide stop >>And >>The people shopping up their knives, it gets more competitive or is it just an infinite growth cycle? >>I think it's growth. You call it cloud scale. You invented the word cloud scale. So I think, look, cloud will continually agree, increase. I think there's, as long as there are more movement from on, uh, on-prem to the classical data center, I think there's no reason at this point, the rumor, the old lift and shift that's happening in like my business. I see people lift and shifting from the it operations, it helpless, even the customer service service now and, uh, ticket data from BMCs CAS like Microfocus, all those workloads are shifted to the cloud, right? So ticketing system is happening. Cloud system of record is happening. So I think this train has still a long way to go >>Made. I wanna get your thoughts for the folks watching that are, uh, enterprise buyers or practitioners, not suppliers to the market, feel free to text me or DMing next. Question's really about the buying side, which is if I'm a customer, what's the current, um, appetite for startup products, cuz you know, the big enterprises now and you know, small, medium, large, and large enterprise, they're all buying new companies cuz a startup can go from zero to relevant very quickly. So that means now enterprises are engaging heavily with startups. What's it like what's is there a change in order of magnitude of the relationship between startup selling to, or growing startup selling to an enterprise? Um, have you seen changes there? I mean I'm seeing some stuff, but why don't we get your thoughts on that? What, no, it >>Is. If I remember going back to our 2007 or eight, when I used to talk to you back then and Amazon started very small, right? We an Amazon summit here. So I think enterprises on the average used to spend nothing with startups. It's almost like 0% or one person today. Most companies are already spending 20, 30% with startups. Like if I look at a CIO, a line of business it's gone. Yeah. Can it go more? I think it can double in the next four, five years. Yeah. Spending on the startups. >>Yeah. And check our, uh, AWS startups.com. That's a site that we built for the startup community for buyers and startups. And I want get your reaction because I, I reference the URL cause it's like, there's like a bunch of companies we've been promoting because the solutions that startups have actually are new stuff. Yes. It's bending, it's shifting left for security or using data differently or are um, building tools and platforms for data engineering. Right. Which is a new persona that's emerging. So you know, a lot of good resources there. Um, and goes back now to the data question. Now, getting back to your, what you're working on now is what's your thoughts around this new, um, data engineering persona. You mentioned a AIOps we've been seeing AOPs IOPS blue booming and that's creating a new developer paradigm that's right. Which we call and coin data as code data as code is like infrastructure as code, but it's for data, right? It's developing with data, right? Retraining machine learnings, going back to the data lake, getting data to make, to do analysis, to make the machine learning better post event or post action. So this, this to engineers like an SRE for data, it's a new, scalable role we're seeing. Do you see the same things? Do you agree? Um, do you disagree or can you share >>Yourself? I, no, I have a lot of thoughts that first is I see the AOP solutions in the future should be not looking back. I need to be like we are in San Francisco bay. That means earthquake prediction. Right? I want AOPs to predict when the outages are gonna happen. When there's a performance issue. I don't think most AOPs vendors have not gone through it. Like I spend a lot of time with data dog, Cisco app dynamic, right? Dynatrace, all this solution will go future towards predict to proactive solution with AOPs. But what you bring of a very good point on the data side, I think like we have a Amazon marketplace and for startup, there should be data exchange where you want to create for AOPs and AI service desk customers that give the data, share the data because we thought the data algorithms are useless. I can come the best algorithm, but I gotta train them, modify them, tweak them, make >>Them >>Better, make them better. Yeah. And I think there are a whole data exchange is the industry has not thought through something you and me talk many times. Yeah. Yeah. I think the whole, that data is very important. >>You've always been on, on the Vanguard of data because, uh, it's been really fun. Yeah. >>Going back to big data days back in 2009, you know, >>Look at, look how much data bricks has grown. >>It is double, the >>Key cloud air kinda went private, so good stuff. But what are you working on right now? Give a, give a, um, plug for what you're working on. You'll still invest strength. >>I do still invest, but look, I'm a hundred percent on ISRA right now. I'm the CEO there. Yeah. Okay. >>So >>Right. ISRA is my number one baby right now. So I'm looking at that growing customers and my customers. Some of them you like it's zoom auto desk, MacAfee, uh, grantor. So all the top customers, um, mainly for it help desk customer service ops. Those are three product lines and going after enterprise and commercial deals. >>And when should someone buy your product? What what's their need? What category is it? >>I think the look whenever somebody needs to buy the product is if you need AOP solution to predict, keep your lights on, predict ours one area. If you want to improve employee experience, you are using a slack teams and you want to automate all your workflows. That's another value. Prop. Third is customer service. You don't want to hire more people to do it. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service. >>Great stuff, man. Great to see you. Thanks for coming on. Congratulations on the success of your company and your investments. Thanks for coming on the key. Okay. I'm John fur here at the cube live in San Francisco for day one of two days of coverage of Aish summit 2022. And we're gonna be at a summit in San, uh, in New York in the summer. So look for that on this calendar, of course, go to Aish startups.com and mention that it's ay for all the hot startups and of course the cube.net and Silicon angle.com. Thanks for watching. We'll be back more coverage after this short break.

Published Date : Apr 20 2022

SUMMARY :

on in the cloud, we got a cube, alumni and friend of the cube. So congratulations on all your investments. We're back to be business with you never while after. Salesforce, and service now to take it the next stage? Of having you on the cube, Dave and I, David ante as well loves having you on too, because you not only bring the entrepreneurial Get the commentary, you you're your finger on the pulse. So the things that system of recorded you and me talked about the next layer is called system of intelligence. I mean, I mean, RPA is almost, should be embedded in everything. So one is, it's the category for sure. So as you break that down, is this So it's like how you have a database and compute and sales and networking. So I wanna shift gears a little bit and get your perspective on what's going on behind us. So I'll give it to two things that I'm seeing out there. of shitting on us saying, Hey, you guys terrible, they didn't get him. I cannot build, I'll make the pass layer. So basically the, the, if you're an entrepreneur, the, the north star in terms of the, the outcome is be to drive your engagement. of the world? So I think depending on the applic use case, you have to use each of the above. I think the general question that I have is that I, I think it's okay to have a super cloud like that because the rising tide I see people lift and shifting from the it operations, it helpless, So that means now enterprises are engaging heavily with startups. So I think enterprises on the average used to spend nothing with So you know, a lot of good resources there. I can come the best algorithm, but I gotta train them, modify them, tweak them, I think the whole, that data is very important. You've always been on, on the Vanguard of data because, uh, it's been really fun. But what are you working on right now? I'm the CEO there. So all the top customers, um, mainly for it help desk customer service ops. Some of the areas where you want to scale your company, So look for that on this calendar, of course, go to Aish startups.com and

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
SarahPERSON

0.99+

AmazonORGANIZATION

0.99+

DavePERSON

0.99+

Jerry ChanPERSON

0.99+

2009DATE

0.99+

FrankPERSON

0.99+

San FranciscoLOCATION

0.99+

SanLOCATION

0.99+

ISRAORGANIZATION

0.99+

10 millionQUANTITY

0.99+

JerryPERSON

0.99+

New YorkLOCATION

0.99+

2007DATE

0.99+

Goldmans SachsORGANIZATION

0.99+

2 billionQUANTITY

0.99+

two daysQUANTITY

0.99+

Dave LANPERSON

0.99+

John SadoPERSON

0.99+

Muddu SudhakarPERSON

0.99+

AWSORGANIZATION

0.99+

Charles FitzgeraldPERSON

0.99+

DavidPERSON

0.99+

Andy BeelPERSON

0.99+

two thingsQUANTITY

0.99+

AMDORGANIZATION

0.99+

John furPERSON

0.99+

ServiceNowORGANIZATION

0.99+

JohnPERSON

0.99+

0%QUANTITY

0.99+

one personQUANTITY

0.99+

NATOORGANIZATION

0.99+

MacAfeeORGANIZATION

0.99+

firstQUANTITY

0.99+

NetflixORGANIZATION

0.99+

BlankmanPERSON

0.98+

JenPERSON

0.98+

MuleSoftORGANIZATION

0.98+

billion dollarQUANTITY

0.98+

fiveQUANTITY

0.98+

cube.netOTHER

0.98+

Aish startups.comOTHER

0.98+

15 years backDATE

0.97+

Chris pumpPERSON

0.97+

bothQUANTITY

0.97+

ClumORGANIZATION

0.97+

This summerDATE

0.97+

San Francisco bayLOCATION

0.97+

eightDATE

0.96+

AzureTITLE

0.96+

todayDATE

0.96+

SalesforceORGANIZATION

0.96+

MicrofocusORGANIZATION

0.96+

SierraORGANIZATION

0.96+

one areaQUANTITY

0.96+

FirstQUANTITY

0.96+

Ram SheraPERSON

0.96+

OveORGANIZATION

0.96+

fourQUANTITY

0.96+

hundred percentQUANTITY

0.95+

Silicon valleyLOCATION

0.95+

day oneQUANTITY

0.95+

New York cityLOCATION

0.95+

CiscoORGANIZATION

0.95+

CapExORGANIZATION

0.95+

RedshiftTITLE

0.94+

AWS Summit San Francisco 2022


 

More bottoms up and have more technical early adopters. And generally speaking, they're free to use. They're free to try. They're very commonly community source or open source companies where you have a large technical community that's supporting them. So there's a, there's kind of a new normal now I think in great enterprise software and it starts with great technical founders with great products and great bottoms of emotions. And I think there's no better place to, uh, service those people than in the cloud and uh, in, in your community. >>Well, first of all, congratulations, and by the way, you got a great pedigree and great background, super smart, but Myer of your work and your, and, and your founding, but let's face it. Enterprise is hot because digital transformation is all companies there's no, I mean, consumer is enterprise now, everything is what was once a niche. No, I won't say niche category, but you know, not for the faint of heart, you know, investors, >>You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. <laugh> but remember, like right now there's also a tech and VC conference in Miami <laugh> and it's covering cryptocurrencies and FCS and web three. So I think beauty is definitely in the eye of the beholder <laugh> but no, I, I will tell you, >>Ts is one big enterprise, cuz you gotta have imutability you got performance issues. You have, I IOPS issues. >>Well, and, and I think all of us here that are, uh, may maybe students of history and have been involved in open source in the cloud would say that we're, you know, much of what we're doing is, uh, the predecessors of the web web three movement. And many of us I think are contributors to the web three >>Movement. The hype is definitely one web three. Yeah. >>But, >>But you know, >>For sure. Yeah, no, but now you're taking us further east of Miami. So, uh, you know, look, I think, I, I think, um, what is unquestioned with the case now? And maybe it's, it's more obvious the more time you spend in this world is this is the fastest growing part of enterprise software. And if you include cloud infrastructure and cloud infrastructure spend, you know, it is by many measures over, uh, $500 billion in growing, you know, 20 to 30% a year. So it it's a, it's a just incredibly fast, well, >>Let's get, let's get into some of the cultural and the, the shifts that are happening, cuz again, you, you have the luxury of being in enterprise when it was hard, it's getting easier and more cooler. I get it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, for, uh, um, um, the CEO snowflake, okay. Has wrote a book and Dave Valenti and I were talking about it and uh, Frank Luman has says, there's no playbooks. We always ask the CEOs, what's your playbook. And he's like, there's no playbook, situational awareness, always Trump's playbooks. So in the enterprise playbook, oh, higher, a direct sales force and SAS kind of crushed that now SAS is being redefined, right. So what is SAS is snowflake assassin or is that a platform? So again, new unit economics are emerging, whole new situation, you got web three. So to me there's a cultural shift, the young entrepreneurs, the, uh, user experience, they look at Facebook and say, ah, you know, they own all my data and you know, we know that that cliche, um, they, you know, the product. So as this next gen, the gen Z and the millennials come in and our customers and the founders, they're looking at things a little bit differently and the tech better. >>Yeah. I mean, I mean, I think we can, we can see a lot of common across all successful startups and the overall adoption of technology. Um, and, and I would tell you, this is all one big giant revolution. I call it the user driven revolution. Right. It's the rise of the user. Yeah. And you might say product like growth is currently the hottest trend in enterprise software. It's actually like growth, right. They're one and the same. So sometimes people think the product, uh, is what is driving growth. >>You just pull the product >>Through. Exactly, exactly. And so that's that I, that I think is really this revolution that you see, and, and it does extend into things like cryptocurrencies and web three and, you know, sort of like the control that is taken back by the user. Um, but you know, many would say that, that the origins of this, but maybe started with open source where users were contributors, you know, contributors were users and looking back decades and seeing how it, how it fast forward to today. I think that's really the trend that we're all writing. It's enabling these end users. And these end users in our world are developers, data engineers, cybersecurity practitioners, right. They're really the, and they're really the, the beneficiaries and the most, you know, kind of valued people in >>This. I wanna come back to the data engineers in a second, but I wanna make a comment and get your reaction to, I have a, I'm a gen Xer technically. So for not a boomer, but I have some boomer friends who are a little bit older than me who have, you know, experienced the sixties. And I have what been saying on the cube for probably about eight years now that we are gonna hit digital hippie revolution, meaning a rebellion against in the sixties was rebellion against the fifties and the man and, you know, summer of love. That was a cultural differentiation from the other one other group, the predecessors. So we're kind of having that digital moment now where it's like, Hey boomers, Hey people, we're not gonna do that anymore. You, we hate how you organize shit. >>Right. But isn't this just technology. I mean, isn't it, isn't it like there used to be the old adage, like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would get fired if you bought IBM. And I mean, it's just like the, the, I think, I think >>During the mainframe days, those renegades were breaking into Stanford, starting the home group. So what I'm trying to get at is that, do you see the young cultural revolution also, culturally, just, this is my identity NFTs to me speak volumes about my, I wanna associate with NFTs, not single sign on. Well, >>Absolutely. And, and I think like, I think you're hitting on something, which is like this convergence of, of, you know, societal it'll trends with technology trends and how that manifests in our world is yes. I think like there is unquestionably almost a religion yeah. Around the way in which a product is built. Right. And we can use open source, one example of that religion. Some people will say, look, I'll just never try a product in the cloud if it's not open source. Yeah. I think cloud, native's another example of that, right? It's either it's, you know, it either is cloud native or it's not. And I think a lot of people will look at a product and say, look, you know, you were not designed in the cloud era. Therefore I just won't try you. And sometimes, um, like it or not, it's a religious decision, right? Yeah. It's so it's something that people just believe to be true almost without, uh, necessarily caring >>About data. Data drives all decision making. Let me ask you this next question. As a VC. Now you look at pitch, well, you've been a VC for many years, but you also have the founder entrepreneurial mindset, but you can get empathize with the founders. You know, hustle is a big part of the, that first founder check, right? You gotta convince someone to part with their ch their money and the first money in which you do a lot of it's about believing in the person. So faking it till you make it is hard. Now you, the data's there, you either have it cloud native, you either have the adaption or traction. So honesty is a big part of that pitch. You can't fake it. >>Oh, AB absolutely. You know, there used to be this concept of like the persona of an entrepreneur. Right. And the persona of the entrepreneur would be, you know, so somebody who was a great salesperson or somebody who tell a great story, and I still think that that's important, right. It still is a human need for people to believe in narratives and stories. Yeah. But having said that you're right. The proof is in the pudding, right. At some point you click download and you try the product and it does what it says it gonna it's gonna do, or it doesn't, or it either stands up to the load test or it doesn't. And so I, I feel like in the new economy that we live in, really, it's a shift from maybe the storytellers and the creators to, to the builders, right. The people that know how to build great product. And in some ways the people that can build great product yeah. Stand out from the crowd. And they're the ones that can build communities around their products. And, you know, in some ways can, um, you know, kind of own more of the narrative of because their product begins exactly >>The volume you back to the user led growth. >>Exactly. And it's the religion of, I just love your product. Right. And I, I, I, um, Doug song is the founder of du security used to say, Hey, like, you know, the, the really like in today's world of like consumption based software, like the user is only gonna give you 90 seconds to figure out whether or not you're a company that's easy to do business with. Right. And so you can say, and do all the things that you want about how easy you are to work with. But if the product isn't easy to install, if it's not easy to try, if it's not, if, if the it's gotta speak to the, >>Speak to the user, but let me ask a question now that for the people watching, who are maybe entrepreneurial entre, preneurs, um, masterclass here in session. So I have to ask you, do you prefer, um, an entrepreneur come in and say, look at John. Here's where I'm at. Okay. First of all, storytelling's fine with you an extrovert or introvert, have your style, sell the story in a way that's authentic, but do you, what do you prefer to say? Here's where I'm at? Look, I have an idea. Here's my traction. I think here's my MVP prototype. I need help. Or do, do you wanna just see more stats? What's the, what's the preferred way that you like to see entrepreneurs come in and engage? >>There's tons of different styles, man. I think the single most important thing that every founder should know is that we, we don't invest in what things are today. We invest in what we think something will become. Right. And I think that's why we all get up in the morning and try to build something different, right? It's that we see the world a different way. We want it to be a different way. And we wanna work every single moment of the day to try to make that vision a reality. So I think the more that you can show people where you want to be the, of more likely somebody is gonna align with your vision and, and wanna invest in you and wanna be along for the ride. So I, I wholeheartedly believe in showing off what you got today, because eventually we all get down to like, where are we and what are we gonna do together? But, um, no, I, you gotta >>Show the >>Path. I think the single most important thing for any founder and VC relationship is that they have the same vision. Uh, if you have the same vision, you can, you can get through bumps in the road, you can get through short term spills. You can all sorts of things in the middle. The journey can happen. Yeah. But it doesn't matter as much if you share the same long term vision, >>Don't flake out and, and be fashionable with the latest trends because it's over before you can get there. >>Exactly. I think many people that, that do what we do for a living, we'll say, you know, ultimately the future is relatively easy to predict, but it's the timing that's impossible to predict. <laugh> so you, you know, you sort of have to balance the, you know, we, we know that the world is going in this way and therefore we're gonna invest a lot of money to try to make this a reality. Uh, but some times it happens in six months. Sometimes it takes six years. Sometimes it takes 16 years. Uh, >>What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at right now with Bel partners, Tebel dot your site. What's the big wave. What's your big >>Wave. There's three big trends that we invest in. And the they're the only things we do day in, day out one is the explosion and open source software. So I think many people think that all software is unquestionably moving to an open source model in some form or another yeah. Tons of reasons to debate whether or not that is gonna happen, an alwa timeline >>Happening forever. >>But, uh, it is, it is accelerating faster than we've ever seen. So I, I think it's, it's one big, massive wave that we continue to ride. Um, second is the rise of data engineering. Uh, I think data engineering is in and of itself now, a category of software. It's not just that we store data. It's now we move data and we develop applications on data. And, uh, I think data is in and of itself as big of a market as any of the other markets that we invest in. Uh, and finally, it's the gift that keeps on giving. I've spent my entire career in it. We still feel that security is a market that is underinvested. It is, it continues to be the place where people need to continue to invest and spend more money. Yeah. Uh, and those are the three major trends that we run >>And security, you think we all need a dessert do over, right? I mean, do we need you do over in security or is what's the core problem? I, >>I, I keep using this word underinvested because I think it's the right way to think about the problem. I think if you, I think people generally speaking, look at cybersecurity as an add-on. Yeah. But if you think about it, the whole economy is moving online. And so in, in some ways like security is core to protecting the digital economy. And so it's, it shouldn't be an afterthought, right? It should be core to what everyone is doing. And that's why I think relative to the trillions of dollars that are at stake, uh, I believe the market size for cybersecurity is run $150 billion. And it still is a fraction of what we're, >>What we're and national security even boom is booming now. So you get the convergence of national security, geopolitics, internet digital that's >>Right. You mean arguably, right? I mean, arguably again, it's the area of the world that people should be spending more time and more money given what to stake. >>I love your thesis. I gotta, I gotta say, you gotta love your firm. Love. You're doing we're big supporters, your mission. Congratulations on your entrepreneurial venture. And, uh, we'll be, we'll be talking and maybe see a Cuban. Uh, absolutely not. Certainly EU maybe even north Americans in Detroit this year. >>Huge fan of what you guys are doing here. Thank you so much for helping me on the show. >>Guess be VC Johnson here on the cube. Check him out. Founder for founders here on the cube, more coverage from San Francisco, California. After this short break, stay with us. Everyone. Welcome to the cue here. Live in San Francisco. K warn you for AWS summit 2022 we're live we're back with events. Also we're virtual. We got hybrid all kinds of events. This year, of course, summit in New York city is happening this summer. We'll be there with the cube as well. I'm John. Again, John host of the cube. Got a great guest here, Justin Kobe owner, and CEO of innovative solutions. Their booth is right behind us. Justin, welcome to the cube. >>Thank you. Thank you for having me. >>So we're just chatting, uh, uh, off camera about some of the work you're doing. You're the owner of and CEO. Yeah. Of innovative. Yeah. So tell us the story. What do you guys do? What's the elevator pitch. >>Yeah. <laugh> so the elevator pitch is we are, uh, a hundred percent focused on small to mid-size businesses that are moving to the cloud, or have already moved to the cloud and really trying to understand how to best control security, compliance, all the good stuff that comes along with it. Um, exclusively focused on AWS and, um, you know, about 110 people, uh, based in Rochester, New York, that's where our headquarters is, but now we have offices down in Austin, Texas, up in Toronto, uh, Canada, as well as Chicago. Um, and obviously in New York, uh, you know, the business was never like this, uh, five years ago, um, founded in 1989, made the decision in 2018 to pivot and go all in on the cloud. And, uh, I've been a part of the company for about 18 years, bought the company about five years ago. And it's been a great ride. >>It's interesting. The manages services are interesting with cloud cause a lot of the heavy liftings done by a of us. So we had Matt on your team on earlier talking about some of the edge stuff. Yeah. But you guys are a managed cloud service. You got cloud advisory, you know, the classic service that's needed, but the demands coming from cloud migrations and application modernization, but obviously data is a huge part of it. Huge. How is this factoring into what you guys do and your growth cuz you guys are the number one partner on the SMB side for edge. Yeah. For AWS, you got results coming in. Where's the, where's the forcing function. What's the pressure point. What's the demand like? >>Yeah. It's a great question. Every CEO I talk to, that's a small mids to size business. They're all trying to understand how to leverage technology better to help either drive a revenue target for their own business, uh, help with customer service as so much has gone remote now. And we're all having problems or troubles or issues trying to hire talent. And um, you know, tech is really at the, at the forefront and the center of that. So most customers are coming to us and they're of like, listen, we gotta move to the cloud or we move some things to the cloud and we want to do that better. And um, there's this big misnomer that when you move to the cloud, you gotta automatically modernize. Yeah. And what we try to help as many customers understand as possible is lifting and shifting, moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. And then so, uh, progressively working through a modernization strategy is always the better approach. And so we spend a lot of time with small to mid-size businesses who don't have the technology talent on staff to be able to do >>That. Yeah. And they want to get set up. But the, the dynamic of like latency is huge. We're seeing that edge product is a big part of it. This is not a one-off happening around everywhere. It is not it's manufacturing, it's the physical plant or location >>Literally. >>And so, and you're seeing more IOT devices. What's that like right now from a challenge and problem statement standpoint, are the customers, not staff, is the it staff kind of old school? Is it new skills? What's the core problem. And you guys solve >>In the SMB space. The core issue nine outta 10 times is people get enamored with the latest and greatest. And the reality is not everything that's cloud based. Not all cloud services are the latest and greatest. Some things have been around for quite some time and our hardened solutions. And so, um, what we try to do with, to technology staff that has traditional on-prem, uh, let's just say skill sets and they're trying to move to a cloud-based workload is we try to help those customers through education and through some practical, let's just call it use case. Um, whether that's a proof of concept that we're doing or whether that's, we're gonna migrate a small workload over, we try to give them the confidence to be able to not, not necessarily go it alone, but, but to, to, to have the, uh, the Gusto and to really have the, um, the, the opportunity to, to do that in a wise way. Um, and what I find is that most CEOs that I talk to yeah. Feel like, listen, at the end of the day, I'm gonna be spending money in one place or another, whether that's on primer in the cloud, I just want know that I'm doing that way. That helps me grow as quickly as possible status quo. I think every, every business owner knows that COVID taught us anything that status quo is, uh, is, is no. No. Good. >>How about factoring in the, the agility and speed equation? Does that come up a lot? It >>Does. I think, um, I think there's also this idea that if, uh, if we do a deep dive analysis and we really take a surgical approach to things, um, we're gonna be better off. And the reality is the faster you move with anything cloud based, the better you are. And so there's this assumption that we gotta get it right the first time. Yeah. In the cloud, if you start down your journey in one way and you realize midway that it's not the right, let's just say the right place to go. It's not like buying a piece of iron that you put in the closet and now you own it in the cloud. You can turn those services on and off. It's a, gives you a much higher density for making decisions and failing >>Forward. Well actually shutting down the abandoning, the projects that early, not worrying about it, you got it mean most people don't abandon stuff cuz they're like, oh, I own it. >>Exactly. >>And they get, they get used to it. Like, and then they wait too long. >>That's exactly. >>Yeah. Frog and boiling water, as we used to say, oh, it's a great analogy. So I mean, this, this is a dynamic. That's interesting. I wanna get more thoughts on it because like I'm a, if I'm a CEO of a company, like, okay, I gotta make my number. Yeah. I gotta keep my people motivated. Yeah. And I gotta move faster. So this is where you guys come in. I get the whole thing. And by the way, great service, um, professional services in the cloud right now are so hot because so hot, you can build it and then have option optionality. You got path decisions, you got new services to take advantage of. It's almost too much for customers. It is. I mean, everyone I talked to at reinvent, that's a customer. Well, how many announcements did Andy jazzy announcer Adam? You know, the 5,000 announcement or whatever. They did huge amounts. Right. Keeping track of it all. Oh, is huge. So what's the, what's the, um, the mission of, of your company. How does, how do you talk to that alignment? Yeah. Not just processes. I can get that like values as companies, cuz they're betting on you and your people. >>They are, they are >>Values. >>Our mission is, is very simple. We want to help every small to midsize business leverage the power of the cloud. Here's the reality. We believe wholeheartedly. This is our vision that every company is going to become a technology company. So we go to market with this idea that every customer's trying to leverage the power of the cloud in some way, shape or form, whether they know it or don't know it. And number two, they're gonna become a 10 a company in the process of that because everything is so tech-centric. And so when you talk about speed and agility, when you talk about the, the endless options and the endless permutations of solutions that a customer can buy in the cloud, how are you gonna ask a team of one or two people in your it department to make all those decisions going it alone or trying to learn it as you go, it only gets you so far working with a partner. >>I'll just give you some perspective. We work with about a thousand small to midsize business customers. More than 50% of those customers are on our managed services. Meaning they know that we have their back and we're the safety net. So when a customer is saying, right, I'm gonna spend a couple thousand and dollars a month in the cloud. They know that that bill, isn't gonna jump to $10,000 a month going in alone. Who's there to help protect that. Number two, if you have a security posture and let's just say your high profile and you're gonna potentially be more vulnerable to security attacks. If you have a partner that's offering you some managed services. Now you, again, you've got that backstop and you've got those services and tooling. We, we offer, um, seven different products, uh, that are part of our managed services that give the customer the tooling, that for them to go out and buy on their own for a customer to go out today and go buy a new Relic solution on their own. It, it would cost 'em a four, >>The training alone would be insane. A risk factor. I mean the cost. Yes, absolutely opportunity cost is huge, >>Huge, absolutely enormous training and development. Something. I think that is often, you know, it's often overlooked technologists. Typically they want to get their skills up. They, they love to get the, the stickers and the badges and the pins, um, at innovative in 2018. When, uh, when we, he made the decision to go all in on the club, I said to the organization, you know, we have this idea that we're gonna pivot and be aligned with AWS in such a way that it's gonna really require us all to get certified. My executive assistant at the time looks at me. She said, even me, I said, yeah, even you, why can't you get certified? Yeah. And so we made, uh, a conscious, it wasn't requirement. It still isn't today to make sure everybody in the company has the opportunity to become certified. Even the people that are answering the phones at the front >>Desk and she could be running the Kubernetes clusters. I >>Love it. It's >>Amazing. >>But I'll tell you what, when that customer calls and they have a real Kubernetes issue, she'll be able to assist and get >>The right people with. And that's a cultural factor that you guys have. So, so again, this is back to my whole point out SMBs and businesses in general, small and large it staffs are turning over the gen Z and millennials are in the workforce. They were provisioning top of rack switches. Right. First of all. And so if you're a business, there's also the, I call the buildout, um, uh, return factor, ROI piece. At what point in time as an owner, SMB, do I get to ROI? Yeah. I gotta hire a person to manage it. That person's gonna have five zillion job offers. Yep. Uh, maybe who knows? Right. I got cyber security issues. Where am I gonna find a cyber person? Yeah. A data compliance. I need a data scientist and a compliance person. Right. Maybe one in the same. Right. Good luck. Trying to find a data scientist. Who's also a compliance person. Yep. And the list goes on. I can just continue. Absolutely. I need an SRE to manage the, the, uh, the sock report and we can pen test. Right. >>Right. >>These are, these are >>Like critical issues. >>This is just like, these are the table stakes. >>Yeah. And, and every, every business owner's thinking about this, >>That's, that's what, at least a million in loading, if not three or more Just to get that app going. Yeah. Then it's like, where's the app. Yeah. So there's no cloud migration. There's no modernization on the app side. No. And they remind AI and ML. >>That's right. That's right. So to try to go it alone, to me, it's hard. It it's incredibly difficult. And the other thing is, is there's not a lot of partners, so the partner, >>No one's raising their hand boss. I'll do all that exactly. In the it department. >>Exactly. >>So like, can we just call up, uh, you know, our old vendor that's >>Right. <laugh> right. Our old vendor. I like it, >>But that's so true. I mean, when I think about how, if I was a business owner starting a business today and I had to build my team, um, and the amount of investment that it would take to get those people skilled up and then the risk factor of those people now having the skills and being so much more in demand and being recruited away, that's a real, that's a real issue. And so how you build your culture around that is, is very important. It's something that we talk about every, with every one of our small to mid-size >>Businesses. So just, I want get, I want to get your story as CEO. Okay. Take us through your journey. You said you bought the company and your progression to, to being the owner and CEO of innovative yeah. Award winning guys doing great. Uh, great bet on a good call. Yeah. Things are good. Tell your story. What's your journey? >>It's real simple. I was, uh, I was a sophomore at the Rochester Institute of technology in 2003. And, uh, I knew that I, I was going to school for it and I, I knew I wanted to be in tech. I didn't know what I wanted to do, but I knew I didn't wanna code or configure routers and switches. So I had this great opportunity with the local it company that was doing managed services. We didn't call it at that time innovative solutions to come in and, uh, jump on the phone and dial for dollars. I was gonna cold call and introduced other, uh, small to midsize businesses locally in Rochester, New York go to Western New York, um, who innovative was now. We were 19 people at the time. Yeah. I came in, I did an internship for six months and I loved it. I learned more in those six months than I probably did in my first couple of years at, uh, at RT long story short. >>Um, for about seven years, I worked, uh, to really help develop, uh, sales process and methodology for the business so that we could grow and scale. And we grew to about 30 people. And, um, I went to the owners at the time in 2000 and I was like, Hey, I'm growing the value of this business. And who knows where you guys are gonna be another five years? What do you think about making me an owner? And they were like, listen, you got long ways before you're gonna be an owner. But if you stick it out in your patient, we'll, um, we'll work through a succession plan with you. And I said, okay, there were four other individuals at the time that were gonna also buy the business with me. >>And they were the owners, no outside capital, >>None zero, well, 2014 comes around. And, uh, the other folks that were gonna buy into the business with me that were also working at innovative for different reasons. They all decided that it wasn't for them. One started a family. The other didn't wanna put capital in. Didn't wanna write a check. Um, the other had a real big problem with having to write a check. If we couldn't make payroll, I'm like, well, that's kind of like, if we're own, we're gonna have to like cover that stuff. <laugh> so >>It's called the pucker factor. >>Exactly. So, uh, I sat down with the CEO in early 2015 and, uh, we made the decision that I was gonna buy the three partners out, um, go through an earn out process, uh, coupled with, uh, an interesting financial strategy that wouldn't strap the BI cuz they cared very much. The company still had the opportunity to keep going. So in 2016 I bought the business, um, became the sole owner. And, and at that point we, um, we really focused hard on what do we want this company to be? We had built this company to this point. Yeah. And, uh, and by 2018 we knew that pivoting all going all in on the cloud was important for us. And we haven't looked back. >>And at that time, the proof points were coming clearer and clearer 2012 through 15 was the early adopters, the builders, the startups and early enterprises. Yes. The capital ones of the world. Exactly the, uh, and those kinds of big enterprises. The GA I don't wanna say gamblers, but ones that were very savvy. The innovators, the FinTech folks. Yep. The hardcore glass eating enterprises >>Agreed, agreed to find a small to midsize business to migrate completely to the cloud is as infrastructure was considered, that just didn't happen as often. Um, what we were seeing where the, a lot of our small to midsize business customers, they wanted to leverage cloud based backup, or they wanted to leverage a cloud for disaster recovery because it lent itself. Well, early days, our most common cloud customer though, was the customer that wanted to move messaging and collaboration. The, the Microsoft suite to the cloud. And a lot of 'em dipped their toe in the water. But by 2017 we knew infrastructure was around the corner. Yeah. And so, uh, we only had two customers on AWS at the time. Um, and we, uh, we, we made the decision to go all in >>Justin. Great to have you on the cube. Thank you. Let's wrap up. Uh, tell me the hottest product that you have. Is it migrations? Is the app modernization? Is it data? What's the hot product and then put a plugin for the company. Awesome. >>So, uh, there's no question. Every customer is looking migrate workloads and try to figure out how to modernize for the future. We have very interesting, sophisticated yet elegant funding solutions to help customers with the cash flow, uh, constraints that come along with those migrations. So any SMB that's thinking about migrating into the cloud, they should be talking innovative solutions. We know how to do it in a way that allows those customer is not to be cash strapped and gives them an opportunity to move forward in a controlled, contained way so they can modernize. So >>Like insurance, basically for them not insurance class in the classic sense, but you help them out on the, on the cash exposure. >>Absolutely. We are known for that and we're known for being creative with those customers and being empathetic to where they are in their journey. >>And that's the cloud upside is all about doubling down on the variable win that's right. Seeing the value and ING down on it. Absolutely not praying for it. Yeah. <laugh> all right, Justin. Thanks for coming on. You really appreciate >>It. Thank you very much for having me. >>Okay. This is the cube coverage here live in San Francisco, California for AWS summit, 2022. I'm John for your host. Thanks for watching. We're back with more great coverage for two days after this short break >>Live on the floor in San Francisco for Aus summit. I'm John for host of the cube here for the next two days, getting all the actual back in person we're at AWS reinvent a few months ago. Now we're back events are coming back and we're happy to be here with the cube. Bring all the action. Also virtual. We have a hybrid cube, check out the cube.net, Silicon angle.com for all the coverage. After the event. We've got a great guest ticking off here. Matthew Park, director of solutions, architecture with innovation solutions. The booth is right here. Matthew, welcome to the cube. >>Thank you very much. I'm glad to be here. >>So we're back in person. You're from Tennessee. We were chatting before you came on camera. Um, it's great to be back through events. It's >>Amazing. This is the first, uh, summit I've been to, to in what two, three >>Years. That's awesome. We'll be at the, uh, a AWS summit in New York as well. A lot of developers and the big story this year is as developers look at cloud going distributed computing, you got on premises, you got public cloud, you got the edge. Essentially the cloud operations is running everything devs sec ops, everyone kind of sees that you got containers, you got Benet, he's got cloud native. So the, the game is pretty much laid out. Mm-hmm <affirmative> and the edge is with the actions you guys are number one, premier partner at SMB for edge. >>That's >>Right. Tell us about what you guys doing at innovative and, uh, what you do. >>That's right. Uh, so I'm the director of solutions architecture. Uh, me and my team are responsible for building out the solutions. The at our around, especially the edge public cloud for us edge is anything outside of an AWS availability zone. Uh, we are deploying that in countries that don't have AWS infrastructure in region. They don't have it. Uh, give >>An example, >>Uh, example would be Panama. We have a customer there that, uh, needs to deploy some financial tech data and compute is legally required to be in Panama, but they love AWS and they want to deploy AWS services in region. Uh, so they've taken E EKS anywhere. We've put storage gateway and, uh, snowball, uh, in region inside the country and they're running or FinTech on top of AWS services inside Panama. >>You know, what's interesting, Matthew is that we've been covering Aw since 2013 with the cube about their events. And we watched the progression and jazzy was, uh, was in charge and became the CEO. Now Adam slaps in charge, but the edge has always been that thing they've been trying to avoid. I don't wanna say trying to avoid, of course, Amazon would listens to the customer. They work backwards from the customer. We all know that. Uh, but the real issue was they were they're bread and butters EC two and S three. And then now they got tons of services and the cloud is obviously successful and seeing that, but the edge brings up a whole nother level. >>It does >>Computing. >>It >>Does. That's not centralized in the public cloud now they got regions. So what is the issue with the edge what's driving? The behavior. Outpost came out as a reaction to competitive threats and also customer momentum around OT, uh, operational technologies. And it merging. We see with the data at the edge, you got five GM having. So it's pretty obvious, but there was a slow transition. What was the driver for the edge? What's the driver now for edge action for AWS >>Data in is the driver for the edge. Data has gravity, right? And it's pulling compute back to where the customer's generating that data and that's happening over and over again. You said it best outpost was a reaction to a competitive situation. Whereas today we have over 15 AWS edge services and those are all reactions to things that customers need inside their data centers on location or in the field like with media companies. >>Outpost is interesting. We always use the riff on the cube, uh, cause it's basically Amazon in a box, pushed in the data center, running native, all this stuff, but now cloud native operations are kind of becoming standard. You're starting to see some standard. Deepak syncs group is doing some amazing work with opensource Raul's team on the AI side, obviously, uh, you got SW who's giving the keynote tomorrow. You got the big AI machine learning big part of that edge. Now you can say, okay, outpost, is it relevant today? In other words, did outpost do its job? Cause EKS anywhere seems to be getting a lot of momentum. You see local zones, the regions are kicking ass for Amazon. This edge piece is evolving. What's your take on EKS anywhere versus say outpost? >>Yeah, I think outpost did its job. It made customers that were looking at outpost really consider, do I wanna invest in this hardware? Do I, do I wanna have, um, this outpost in my datas center, do I want to manage this over the long term? A lot of those customers just transitioned to the public cloud. They went into AWS proper. Some of those customers stayed on prem because they did have use cases that were, uh, not a good fit for outpost. They weren't a good fit. Uh, in the customer's mind for the public AWS cloud inside an availability zone now happening is as AWS is pushing these services out and saying, we're gonna meet you where you are with 5g. We're gonna meet you where you are with wavelength. We're gonna meet you where you are with EKS anywhere. Uh, I think it has really reduced the amount of times that we have conversations about outposts and it's really increased. We can deploy fast. We don't have to spin up outpost hardware can go deploy EKS anywhere in your VMware environment. And it's increasing the speed of adoption >>For sure. Right? So you guys are making a lot of good business decisions around managed cloud service. That's right. Innovative. Does that get the cloud advisory, the classic professional services for the specific edge piece and, and doing that outside of the availability zones and regions for AWS, um, customers in these new areas that you're helping out are they want cloud, like they want to have modernization a modern applications. Obviously they got data machine learning and AI, all part of that. What's the main product or, or, or gap that you're filling for AWS, uh, outside of their availability zones or their regions that you guys are delivering. What's the key is that they don't have a footprint. Is it that it's not big enough for them? What's the real gap. What's why, why are you so successful? >>So what customers want when they look towards the cloud is they want to focus on what's making them money as a business. They wanna focus on their applications. They wanna focus on their customers. So they look towards AWS cloud and a AWS. You take the infrastructure, you take, uh, some of the higher layers and we'll focus on our revenue generating business, but there's a gap there between infrastructure and revenue generating business that innovative slides into, uh, we help manage the AWS environment. Uh, we help build out these things in local data centers for 32 plus year old company. We have traditional on-premises people that know about deploying hardware that know about deploying VMware to host EKS anywhere. But we also have most of our company totally focused on the AWS cloud. So we're that gap in helping deploy these AWS services, manage them over the long term. So our customers can go to just primarily and totally focusing on their revenue generating business. So >>Basically you guys are basically building AWS edges, >>Correct? >>For correct companies, correct? Mainly because the, the needs are there, you got data, you got certain products, whether it's, you know, low latency type requirements, right. And then they still work with the regions, right. It's all tied together, right. Is that how it >>Works? Right. And, and our customers, even the ones in the edge, they also want us to build out the AWS environment inside the availability zone, because we're always gonna have a failback scenario. If we're gonna deploy fin in the Caribbean, we're gonna talk about hurricanes. And we're gonna talk about failing back into the AWS availability zones. So innovative is filling that gap across the board, whether it be inside the AWS cloud or on the AWS edge. >>All right. So I gotta ask you on the, since you're at the edge in these areas, I won't say underserved, but developing areas where now have data and you have applications that are tapping into that, that requirement. It makes total sense. We're seeing that across the board. So it's not like it's a, it's an outlier it's actually growing. Yeah. There's also the crypto angle. You got the blockchain. Are you seeing any traction at the edge with blockchain? Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech. And in, in the islands there a lot of, lot of, lot of web three happening. What's your, what your view on the web three world right now, relative >>To we, we have some customers actually deploying crypto, especially, um, especially in the Caribbean. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers that are deploying crypto. A lot of, uh, countries are choosing crypto to underlie parts of their central banks. Yeah. Um, so it's, it's up and coming. Uh, I, I have some, you know, personal views that, that crypto is still searching for a use case. Yeah. And, uh, I think it's searching a lot and, and we're there to help customers search for that use case. Uh, but, but crypto, as a, as a, uh, technology, um, lives really well on the AWS edge. Yeah. Uh, and, and we're having more and more people talk to us about that. Yeah. And ask for assistance in the infrastructure, because they're developing new cryptocurrencies every day. Yeah. It's not like they're deploying Ethereum or anything specific. They're actually developing new currencies and, and putting them out there on >>It's interesting. I mean, first of all, we've been doing crypto for many, many years. We have our own little, um, you know, project going on. But if you look talk to all the crypto people that say, look, we do a smart contract, we use the blockchain. It's kind of over a lot of overhead and it's not really their technical already, but it's a cultural shift, but there's underserved use cases around use of money, but they're all using the blockchain just for like smart contracts, for instance, or certain transactions. And they go to Amazon for the database. Yeah. <laugh> they all don't tell anyone we're using a centralized service. Well, what happened to decentralized? >>Yeah. And that's, and that's the conversation performance issue. Yeah. And, and it's a cost issue. Yeah. And it's a development issue. Um, so I think more and more as, as some of these, uh, currencies maybe come up, some of the smart contracts get into, uh, they find their use cases. I think we'll start talking about how does that really live on, on AWS and, and what does it look like to build decentralized applications, but with AWS hardware and services. >>Right. So take me through, uh, a use case of a customer Matthew around the edge. Okay. So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. I want to modernize my business. And I got my developers that are totally peaked up on cloud, but we've identified that it's just a lot of overhead latency issues. I need to have a local edge and serve my a, I also want all the benefit of the cloud. So I want the modern, and I wanna migrate to the cloud for all those cloud benefits and the goodness of the cloud. What's the answer. >>Yeah. Uh, big thing is, uh, industrial manufacturing, right? That's, that's one of the best use cases, uh, inside industrial manufacturing, we can pull in many of the AWS edge services we can bring in, uh, private 5g, uh, so that all the, uh, equipment that, that manufacturing plant can be hooked up, they don't have to pay huge overheads to deploy 5g it's, uh, better than wifi for the industrial space. Um, when we take computing down to that industrial area, uh, because we wanna do pre-procesing on the data. Yeah. We want to gather some analytics. We deploy that with a regular commercially available hardware running VMware, and we deploy EKS anywhere on that. Inside of that manufacturing plant, we can do pre-procesing on things coming out of the robotics, depending on what we're manufacturing. Right. And then we can take those refined analytics and for very low cost with maybe a little bit longer latency transmit those back, um, to the AWS availability zone, the, the standard >>For data, data lake, or whatever, >>To the data lake. Yeah. Data lake house, whatever it might be. Um, and we can do additional data science on that once it gets to the AWS cloud. Uh, but a lot of that, uh, just in time business decisions, just time manufacturing decisions can all take place on an AWS service or services inside that manufacturing plant. And that's, that's one of the best use cases that we're >>Seeing. And I think, I mean, we've been seeing this on the queue for many, many years, moving data around is very expensive. Yeah. But also compute going to the data that saves that cost yeah. On the data transfer also on the benefits of the latency. So I have to ask you, by the way, that's standard best practice now for the folks watching don't move the data unless you have to. Um, but those new things are developing. So I wanna ask you what new patterns are you seeing emerging once this new architecture's in place? Love that idea, localize everything right at the edge, manufacturing, industrial, whatever, the use case, retail, whatever it is. Right. But now what does that change in the, in the core cloud? There's a, there's a system element here. Yeah. What's the new pattern. There's >>Actually an organizational element as well, because once you have to start making the decision, do I put this compute at the point of use or do I put this compute in the cloud? Uh, now you start thinking about where business decisions should be taking place. Uh, so not only are you changing your architecture, you're actually changing your organization because you're thinking, you're thinking about a dichotomy you didn't have before. Uh, so now you say, okay, this can take place here. Uh, and maybe, maybe this decision can wait. Right. And then how do I visualize that? By >>The way, it could be a bot tube doing the work for management. Yeah. <laugh> exactly. You got observability going, right. But you gotta change the database architecture on the back. So there's new things developing. You've got more benefit. There >>Are, there are, and we have more and more people that, that want to talk less about databases and want to talk about data lakes because of this. They want to talk more about customers are starting to talk about throwing away data. Uh, you know, for the past maybe decade. Yeah. It's been store everything. And one day we will have a data science team that we hire in our organization to do analytics on this decade of data. And well, >>I mean, that's, that's a great point. We don't have time to drill into, maybe we do another session this, but the one pattern we're seeing come of the past year is that throwing away data's bad. Even data lakes that so-called turn into data swamps, actually, it's not the case. You look at data, brick, snowflake, and other successes out there. And even time series data, which may seem irrelevant efforts over actually matters when people start retrain their machine learning algorithms. Yep. So as data becomes co as we call it in our last showcase, we did a whole whole an event on this. The data's good in real time and in the lake. Yeah. Because the iteration of the data feeds the machine learning training. Things are getting better with the old data. So it's not throw away. It's not just business benefits. Yeah. There's all kinds of new scale. There >>Are. And, and we have, uh, many customers that are running petabyte level. Um, they're, they're essentially data factories on, on, on premises, right? They're, they're creating so much data and they're starting to say, okay, we could analyze this, uh, in the cloud, we could transition it. We could move petabytes of data to AWS cloud, or we can run, uh, computational workloads on premises. We can really do some analytics on this data transition, uh, those high level and sort of raw analytics back to AWS run 'em through machine learning. Um, and we don't have to transition 10, 12 petabytes of data into AWS. >>So I gotta end the segment on a, on a, kind of a, um, fun, I was told to ask you about your personal background on premise architect, Aus cloud, and skydiving instructor. How does that all work together? What tell, what does this mean? >>Yeah. Uh, I, >>You jumped out a plane and got a job. You got a customer to jump >>Out kind of. So I was, you jumped out. I was teaching Scott eing, uh, before I, before I started in the cloud space, this was 13, 14 years ago. I was a, I still am a Scott I instructor. Uh, I was teaching Scott eing and I heard out of the corner of my ear, uh, a guy that owned an MSP that was lamenting about, um, you know, storing data and how his customers are working. And he can't find enough people to operate all these workloads. So I walked over and said, Hey, this is, this is what I went to school for. Like, I'd love to, you know, I was living in a tent in the woods, teaching skydiving. I was like, I'd love to not live in a tent in the woods. So, uh, I started in the first day there, we had a, and, uh, EC two had just come out <laugh> um, and, uh, like, >>This is amazing. >>Yeah. And so we had this discussion, we should start moving customers here. And, uh, and that totally revolutionized that business, um, that, that led to, uh, that that guy actually still owns a skydiving airport. But, um, but through all of that, and through being in on premises, migrated me and myself, my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, now let's take what we learned in the cloud and, and apply those lessons and those services to premises. >>So it's such a great story. You know, I was gonna, you know, you know, the, the, the, the whole, you know, growth mindset pack your own parachute, you know, uh, exactly. You know, the cloud in the early days was pretty much will the shoot open. Yeah. It was pretty much, you had to roll your own cloud at that time. And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. >>And so was Kubernetes by the way, 2015 or so when, uh, when that was coming out, it was, I mean, it was, it was still, and I, maybe it does still feel like that to some people, right. Yeah. But, uh, it was, it was the same kind of feeling that we had in the early days of AWS, the same feeling we have when we >>It's much now with you guys, it's more like a tandem jump. Yeah. You know, but, but it's a lot of, lot of this cutting stuff like jumping out of an airplane. Yeah. You guys, the right equipment, you gotta do the right things. Exactly. >>Right. >>Matthew, thanks for coming on the cube. Really appreciate it. Absolutely great conversation. Thanks for having me. Okay. The cubes here, lot in San Francisco for AWS summit, I'm John for your host of the cube. Uh, we'll be at a summit in New York coming up in the summer as well. Look up for that. Look at this calendar for all the cube, actually@thecube.net. We'll right back with our next segment after this break. >>Okay. Welcome back everyone to San Francisco live coverage here, we're at the cube, a summit 2022. We're back in person. I'm John furry host of the cube. We'll be at the, a us summit in New York city this summer, check us out then. But right now, two days in San Francisco getting all coverage, what's going on in the cloud, we got a cube alumni and friend of the cube, my dos car CEO, investor, a Sierra, and also an investor and a bunch of startups, angel investor. Gonna do great to see you. Thanks for coming on the cube. Good to see you. Good to see you, Pam. Cool. How are you? Good. >>How are you? >>So congratulations on all your investments. Uh, you've made a lot of great successes, uh, over the past couple years, uh, and your company raising, uh, some good cash as Sarah so give us the update. How much cash have you guys raised? What's the status of the company product what's going on? First >>Of all, thank you for having me. We're back to be business with you never while after. Great to see you. Um, so is a company started around four years back. I invested with a few of the investors and now I'm the CEO there. Um, we have raised close to a hundred million there. Uh, the investors are people like nor west Menlo, true ventures, coast, lo ventures, Ram Shera, and all those people, all known guys that Antibe chime Paul Mayard web. So a whole bunch of operating people and, uh, Silicon valley vs are involved. >>And has it gone? >>It's going well. We are doing really well. We are going almost 300% year over year. Uh, for last three years, the space ISR is going after is what I call the applying AI for customer service. It operations, it help desk the same place I used to work at ServiceNow. We are partners with ServiceNow to take, how can we argument for employees and customers, Salesforce, and ServiceNow to take it to the next stage? Well, >>I love having you on the cube, Dave and I, and Dave Valenti as well loves having you on too, because you not only bring the entrepreneurial CEO experience, you're an investor. You're like a, you're like a guest analyst. <laugh>, >>You know, >>You >>Get, the comment is fun to talk to you though. >>You get the commentary, you, your, your finger on the pulse. Um, so I gotta ask you obviously, AI and machine learning, machine learning AI, or you want to phrase it. Isn't every application. Now, AI first, uh, you're seeing a lot of that going on. You're starting to see companies build the modern applications at the top of the stack. So the cloud scale has hit. We're seeing cloud out scale. You predicted that we talked about in the cube many times. Now you have that past layer with a lot more services and cloud native becoming a standard layer. Containerizations growing Docker just raised a hundred million on our $2 billion valuation back from the dead after they pivoted from an enterprise services. So open source developers are booming. Um, where's the action. I mean, is there data control, plane emerging, AI needs data. There's a lot of challenges around this. There's a lot of discussions and a lot of companies being funded observability there's 10 million observability companies. Data is the key. This is what's your angle on this. What's your take. Yeah, >>No, look, I think I'll give you the view that I see, right? I, from my side, obviously data is very clear. So the things that room system of record that you and me talked about, the next layer is called system of intelligence. That's where the AI will play. Like we talk cloud native, it'll be called AI. NA NA is a new buzzword and using the AI for customer service, it operations. You talk about observability. I call it AI ops, applying AOPs for good old it operation management, cloud management. So you'll see the AOPs applied for whole list of, uh, application from observability doing the CMDB, predicting the events insurance. So I see a lot of work clicking for AIOps and AI service desk. What needs to be helped desk with ServiceNow BMC <inaudible> you see a new ALA emerging as a system of intelligence. Uh, the next would be is applying AI with workflow automation. So that's where you'll see a lot of things called customer workflows, employee workflows. So think of what UI path automation, anywhere ServiceNow are doing, that area will be driven with AI workflows. So you'll see AI going >>Off is RPA a company is AI, is RPA a feature of something bigger? Or can someone have a company on RPA UI S one will be at their event this summer? Um, or is it a product company? I mean, I mean, RPA is almost, should be embedded in everything. >>It's a feature. It is very good point. Very, very good thinking. So one is, it's a category for sure. Like, as we thought, it's a category, it's an area where RPA may change the name. I call it much more about automation, workflow automation, but RPA and automation is a category. Um, it's a company also, but that automation should be a, in every area. Yeah. Like we call cloud NA and AI NATO it'll become automation. NA yeah. And that's your thinking. >>It's almost interesting me. I think about the, what you're talking about what's coming to mind is I'm kind having flashbacks to the old software model of middleware. Remember at middleware, it was very easy to understand it was middleware. It sat between two things and then the middle and it was software was action. Now you have all kinds of workflows abstractions everywhere. Right? So multiple databases, it's not a monolithic thing. Right? Right. So as you break that down, is this the new modern middleware? Because what you're talking about is data workflows, but they might be siloed or they integrated. I mean, these are the challenges. This is crazy. What's the, >>So don't about the databases become all polyglot databases. I call this one polyglot automation. So you need automation as a layer, as a category, but you also need to put automation in every area, like, as you were talking about, it should be part of ServiceNow. It should be part of ISRA, like every company, every Salesforce. So that's why you see MuleSoft and Salesforce buying RPA companies. So you'll see all the SaaS companies could cloud companies having an automation as a core. So it's like how you have a database and compute and sales and networking. You'll also will have an automation as a layer <inaudible> inside every stack. >>All right. So I wanna shift gears a little bit and get your perspective on what's going on behind us. You can see, uh, behind us, you got the expo hall. You got, um, we're back to vents, but you got, you know, am Clume Ove, uh, Dynatrace data dog, innovative all the companies out here that we know, we interview them all. They're trying to be suppliers to this growing enterprise market. Right. Okay. But now you also got the entrepreneurial equation. Okay. We're gonna have John Sado on from Deibel later today. He's a former NEA guy and we always talk to Jerry, Jen, we know all the, the VCs. What does the startups look like? What does the state of the, in your mind, cause you, I know you invest the entrepreneurial founder situation. Cloud's bigger. Mm-hmm <affirmative> global, right? Data's part of it. You mentioned data's. Yes. Basically. Data's everything. What's it like for a first an entrepreneur right now who's starting a company. What's the white space. What's the attack plan. How do they get in the market? How do they engineer everything? >>Very good. So I'll give it to, uh, two things that I'm seeing out there. Remember leaders, how Amazon created the startups 15 years back, everybody built on Amazon now, Azure and GCP. The next layer would be is people don't just build on Amazon. They're gonna build it on top of snowflake. Companies are snowflake becomes a data platform, right? People will build on snowflake. Right? So I see my old boss flagman try to build companies on snowflake. So you don't build it just on Amazon. You build it on Amazon and snowflake. Snowflake will become your data store. Snowflake will become your data layer. Right? So I think that's the next level of <inaudible> trying to do that. So if I'm doing observability AI ops, if I'm doing next level of Splunk SIM, I'm gonna build it on snowflake, on Salesforce, on Amazon, on Azure, et cetera. >>It's interesting. You know, Jerry Chan has it put out a thesis of a couple months ago called castles in the cloud where your Mo is what you do in the cloud. Not necessarily in, in the, in the IP. Um, Dave LAN and I had last reinvent, coined the term super cloud, right? He's got a lot of traction and a lot of people throwing, throwing mud at us, but we were, our thesis was, is that what Snowflake's doing? What Goldman S Sachs is doing. You starting to see these clouds on top of clouds. So Amazon's got this huge CapEx advantage, and guys, Charles Fitzgerald out there who we like was kind of shitting on us saying, Hey, you guys terrible, they didn't get it. Like, yeah, I don't think he gets it, but that's a whole, can't wait to debate him publicly on this. <laugh> cause he's cool. Um, but snowflake is on Amazon. Now. They say they're on Azure now. Cause they've got a bigger market and they're public, but ultimately without a AWS snowflake doesn't exist. And, and they're reimagining the data warehouse with the cloud, right? That's the billion dollar opportunity. It >>Is. It is. They both are very tight. So imagine what Frank has done at snowflake and Amazon. So if I'm a startup today, I want to build everything on Amazon where possible whatever is, I cannot build. I'll make the pass layer. Remember the middle layer pass will be snowflake so I can build it on snowflake. I can use them for data layer if I really need to size build it on force.com Salesforce. Yeah. Right. So I think that's where you'll see. So >>Basically the, if you're an entrepreneur, the, the north star in terms of the, the outcome is be a super cloud. >>It is, >>That's the application on another big CapEx ride, the CapEx of AWS or cloud, >>And that reduce your product development, your go to market and you get use the snowflake marketplace to drive your engagement. Yeah. >>Yeah. How are, how is Amazon and the clouds dealing with these big whales, the snowflakes of the world? I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. Yeah. So, I mean, I'll say, I think they had Redshift. Amazon has got Redshift. Um, but Snowflake's a big customer in the, they're probably paying AWS, I think big bills too. So >>Joe on very good. Cause it's like how Netflix is and Amazon prime, right. Netflix runs on Amazon, but Amazon has Amazon prime that co-optation will be there. So Amazon will have Redshift, but Amazon is also partnering with, uh, snowflake to have native snowflake data warehouses or data layer. So I think depending on the application use case, you have to use each of the above. I think snowflake is here for a long term. Yeah. Yeah. So if I'm building an application, I want to use snowflake then writing from stats. >>Well, I think that it comes back down to entrepreneurial hustle. Do you have a better product? Right. Product value will ultimately determine it as long as the cloud doesn't, you know, foreclose, your, you that's right with some sort of internal hack. Uh, but I think, I think the general question that I have is that I, I think it's okay to have a super cloud like that because the rising tide is still happening at some point, when does the rising tide stop and do the people shopping up their knives, it gets more competitive or is it just an infinite growth? So >>I think it's growth. You call it cloud scale, you invented the word cloud scale. So I think look, cloud will continually agree, increase. I think there's as long as there more movement from on, uh, OnPrem to the classical data center, I think there's no reason at this point, the rumor, the old lift and shift that's happening in like my business. I see people lift and shifting from the it operations. It helpless, even the customer service service now and, uh, ticket data from BMCs CAS like Microfocus, all those workloads are shifted to the cloud, right? So cloud ticketing system is happening. Cloud system of record is happening. So I think this train has still a long way to go >>Made. I wanna get your thoughts for the folks watching that are, uh, enterprise buyers are practitioners, not suppliers to the more market, feel free to text me or DMing. The next question's really about the buying side, which is if I'm a customer, what's the current, um, appetite for startup products, cuz you know, the big enterprises now and you know, small, medium, large and large enterprise are all buying new companies cuz a startup can go from zero to relevant very quickly. So that means now enterprises are engaging heavily with startups. What's it like what's is there a change in order of magnitude of the relationship between the startup selling to, or growing startup selling to an enterprise? Um, have you seen changes there? I mean I'm seeing some stuff, but why don't get your thoughts on that? What, >>No, it is. If I growing by or 2007 or eight, when I used to talk to you back then and Amazon started very small, right? We are an Amazon summit here. So I think enterprises on the average used to spend nothing with startups. It's almost like 0% or 1% today. Most companies are already spending 20, 30% with startups. Like if I look at a CIO or line of business, it's gone. Yeah. Can it go more? I think it can in the next four, five years. Yeah. Spending on the startups. >>Yeah. And check out, uh, AWS startups.com. That's a site that we built for the startup community for buyers and startups. And I want to get your reaction because I reference the URL cause it's like, there's like a bunch of companies we've been promoting because the solutions that startups have actually are new stuff. Yes. It's bending, it's shifting for security or using data differently or um, building tools and platforms for data engineering. Right. Which is a new persona that's emerging. So you know, a lot of good resources there. Um, and goes back now to the data question. Now, getting back to your, what you're working on now is what's your thoughts around this new, um, data engineering persona, you mentioned AIOps, we've been seeing AIOps IOPS booming and that's creating a new developer paradigm that's right. Which we call coin data as code data as code is like infrastructure is code, but it's for data, right? It's developing with data, right? Retraining machine learnings, going back to the data lake, getting data to make, to do analysis, to make the machine learning better post event or post action. So this, this data engineers like an SRE for data, it's a new, scalable role we're seeing. Do you see the same thing? Do you agree? Um, do you disagree or can you share >>Yourself a lot of first is I see the AIOP solutions in the future should be not looking back. I need to be like we are in San Francisco bay. That means earthquake prediction. Right? I want AOPs to predict when the outages are gonna happen. When there's a performance issue. I don't think most AOPs vendors have not gone there yet. Like I spend a lot of time with data dog, Cisco app Dyna, right? Dynatrace, all this solution. We will go future towards predict to proactive solution with AOPs. But what you bring up a very good point on the data side. I think like we have a Amazon marketplace and Amazon for startup, there should be data exchange where you want to create for AOPs and AI service desk. Customers are give the data, share the data because we thought the data algorithms are useless. I can them, but I gotta train them, modify them, tweak them, make them >>Better, >>Make them better. Yeah. And I think their whole data exchange is the industry has not thought through something you and me talk many times. Yeah. Yeah. I think the whole, that area is very important. >>You've always been on, um, on the Vanguard of data because, uh, it's been really fun. Yeah. >>Going back to big data days back in 2009, you know, >>Look at, look how much data Rick has grown. >>It is. They doubled the >>Key cloud air kinda went private. So good stuff, man. What are you working on right now? Give a, give a, um, plug for what you're working on. You'll still investing. >>I do still invest, but look, I'm a hundred percent on ISRA right now. I'm the CEO there. Yeah. Okay. So right. ISRA is my number one baby right now. So I'm looking at that growing customers and my customers are some of them, you like it's zoom auto desk McAfee, uh, grand to so all the top customers, um, mainly for it help desk customer service. AIOps those are three product lines and going after enterprise and commercial deals. >>And when should someone buy your product? What's what's their need? What category is it? >>I think they look whenever somebody needs to buy the product is if you need AOP solution to predict, keep your lights on predict is one area. If you want to improve employee experience, you are using a slack teams and you want to automate all your workflows. That's another value problem. Third is customer service. You don't want to hire more people to do it. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service. >>Great stuff, man. Great to see you. Thanks for coming on. Congratulations on the success of your company and your investments. Thanks for coming on the cube. Okay. I'm John fur here at the cube live in San Francisco for day one of two days of coverage of Aish summit 2022. And we're gonna be at Aus summit in San, uh, in New York in the summer. So look for that on this calendar, of course go to eight of us, startups.com. I mentioned that it's decipher all the hot startups and of course the cube.net and Silicon angle.com. Thanks for watching. We'll be back more coverage after this short break. >>Okay. Welcome back everyone. This the cubes coverage here in San Francisco, California, a Davis summit, 2022, the beginning of the event season, as it comes back, little bit smaller footprint, a lot of hybrid events going on, but this is actually a physical event, a summit in new York's coming in the summer. We'll be there too with the cube on the set. We're getting back in the groove psych to be back. We were at reinvent, uh, as well, and we'll see more and more cube, but you're can see a lot of virtual cube outta hybrid cube. We wanna get all those conversations, try to get more interviews, more flow going. But right now I'm excited to have Corey Quinn here on the back on the cube chief cloud economists with bill group. He's the founder, uh, and chief content person always got great angles, fun comedy, authoritative Corey. Great to see you. Thank >>You. Thanks. Coming on. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. Most days, >>Shit posting is an art form now. And if you look at mark, Andrew's been doing a lot of shit posting lately. All a billionaires are shit hosting, but they don't know how to do it. Like they're not >>Doing it right? So there's something opportunity there. It's like here's how to be even more obnoxious and incisive. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, it's like, I get excited with a nonsense I can do with a $20 gift card for an AWS credit compared to, oh well, if I could buy a midsize island, do begin doing this from, oh, then we're having fun. >>This shit posting trend. Interesting. I was watching a thread go on about, saw someone didn't get a job because of their shit posting and the employer didn't get it. And then someone on this side I'll hire the guy cuz I get that's highly intelligent shit posting. So for the audience that doesn't know what shit posting is, what is shit posting? >>It's more or less talking about the world of enter prize technology, which even that sentence is hard to finish without falling asleep and toppling out of my chair in front of everyone on the livestream. But it's doing it in such a way that brings it to life that says the quiet part. A lot of the audience is thinking, but generally doesn't say either because they're polite or not a jackass or more prosaically are worried about getting fired for better or worse. I don't don't have that particular constraint, >>Which is why people love you. So let's talk about what you, what you think is, uh, worthy and not worthy in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, you see the growth of cloud native Amazon's of all the Adams, especially new CEO. Andy's move on to be the chief of all Amazon. Just so I'm the cover of was it time met magazine? Um, he's under a lot of stress. Amazon's changed. Invoice has changed. What's working. What's not, what's rising, what's falling. What's hot. What's not, >>It's easy to sit here and criticize almost anything. These folks do. They're they're effectively in a fishbowl, but I have trouble imagining the logistics. It takes to wind up handling the catering for a relatively downscale event like this one this year, let alone running a 1.7 million employee company having to balance all the competing challenges and pressures and the rest. I, I just can't fathom what it would be like to look at all of AWS. And it's, it's sprawling immense that dominates our entire industry and say, okay, this is a good start, but I, I wanna focus on something with a broader remit. What is that? How do you even get into that position? And you can't win once you're there. All you can do is hold onto the tiger and hope you don't get mold. >>Well, there's a lot of force for good conversations. Seeing a lot of that going on, Amazon's trying to port eight of us is trying to portray themselves as you know, the Pathfinder, you know, you're the pioneer, um, force for good. And I get that and I think that's a good angle as cloud goes mainstream. There's still the question of, we had a guy on just earlier, who was a skydiving instructor and we were joking about the early days of cloud. Like that was like skydiving, build a parachute open, you know, and now same kind of thing. As you move to edge, things are like reliable in some areas, but still new, new fringe, new areas. That's crazy. Well, >>Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon and his backfill replacement. The AWS CISO is CJ. Moses who as a hobby races, a as a semi-pro race car driver to my understanding, which either, I don't know what direction to take that in either. This is what he does to relax or ultimately, or ultimately it's. Huh? That, that certainly says something about risk assessment. I'm not entirely sure what, but okay. <laugh> either way, sounds like more exciting. Like I better >>Have a replacement ready <laugh> I, in case something goes wrong on the track, highly >>Available >>CSOs. I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, which I was never a fan of until I watched that Netflix series. But when you look at the formula one, it's pretty cool. Cause it's got some tech angles, I get the whole data instrumentation thing, but the most coolest thing about formula one is they have these new rigs out. Yeah. Where you can actually race in east sports with other people in pure simulation of the race car. You gotta get the latest and videographic card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're basically simulating racing. >>Oh, it's great too. And I can see the appeal of these tech companies getting into it because these things are basically rocket shifts. When those cars go, like they're sitting there, we can instrument every last part of what is going on inside that vehicle. And then AWS crops up. And we can bill on every one of those dimensions too. And it's like slow down their hasty pudding one step at a time. But I do see the appeal. >>So I gotta ask you about, uh, what's going on in your world. I know you have a lot of great success. We've been following you in the queue for many, many years. Got a great newsletter, check out Corey Quinn's newsletter, uh, screaming in the cloud program. Uh, you're on the cutting edge and you've got a great balance between really being snarky and, and, and really being delivering content. That's exciting, uh, for people, uh, with a little bit of an edge, um, how's that going? Uh, what's the blowback, any blowback late? Has there been uptick? What was, what are some of the things you're hearing from your audience, more Corey, more Corey. And then of course the, the PR team's calling you >>The weird thing about having an audience beyond a certain size is far and away as a landslide. The most common response I get is silence where it's high. I'm emailing an awful lot of people at last week in AWS every week and okay. They must not have heard me it. That is not actually true. People just generally don't respond to email because who responds to email newsletters. That sounds like something, a lunatic might do same story with response to live streams and podcasts. It's like, I'm gonna call into that am radio show and give them a piece of my mind. People generally don't do >>That. We should do that. Actually. I think you're people would call in, oh, >>I, I think >>I guarantee we had that right now. People would call in and say, Corey, what do you think about X? >>Yeah. It not, everyone understands the full context of what I do. And in fact, increasingly few people do and that's fine. I, I keep forgetting that sometimes people do not see what I'm doing in the same light that I do. And that's fine. Blowback has been largely minimal. Honestly, I am surprised about anything by how little I have gotten over the last five years of doing this, but it would be easier to dismiss me if I weren't generally. Right. When, okay, so you launch this new service and it seems pretty crappy to me cuz when I try and build something, it falls over and begs for help. And people might not like hearing that, but it's what customers are finding too. Yeah. I really am the voice of the >>Customer. You know, I always joke with Dave Alane about how John Fort's always at, uh, um, reinvent getting the interview with jazzy now, Andy we're there, you're there. And so we have these rituals at the events. It's all cool. Um, one of the rituals I like about your, um, your content is you like to get on the naming product names. Um, and, and, and, and, and kind of goof on that. Now why I like is because I used to work at ETT Packard where they used to name things as like engineers, HP 1 0, 0 5, or we can't call, we >>Have a new monitor. How are we gonna name it? Throw the wireless keyboard down the stairs again. And then there you go. Yeah. >>It's and the old joke at HP was if they, if they invented SU sushi, they'd say, yeah, we can't call sushi. It's cold, dead fish. That's what it is. And so the joke was cold. Dead fish is a better name than sushi. So you know is fun. So what's the, what are the, how's the Amazon doing in there? Have they changed their naming, uh, strategy, uh, on some of their, their >>Producting. So they're going in different directions. When they named Amazon Aurora, they decided to explore a new theme of Disney princesses as they go down those paths. And some things are more descriptive. Some people are clearly getting bonused on number of words, they can shove into it. Like the better a service is the longer it's name. Like AWS systems manager, session manager is a great one. I love the service ridiculous name. They have a systems manager, parameter store, which is great. They have secrets manager, which does the same thing. It's two words less, but that one costs money in a way that systems manage your parameter store does not. It's fun. >>What's your, what's your favorite combination of acronyms >>Combination >>Of gots. You got EMR, you got EC two, you got S3 SQS. Well, RedShift's not an acronym you >>Gets is one of my personal favorites because it's either elastic block store or elastic bean stock, depending entirely on the context of the conversation, they >>Shook up bean stock or is that still around? Oh, >>They never turn anything off. They're like the anti Google, Google turns things off while they're still building it. Whereas Amazon is like, well, we built this thing in 2005 and everyone hates it, but while we certainly can't change it, now it has three customers on it. John three <laugh>. Okay. Simple BV still haunts our dreams. >>I, I actually got an email on, I saw one of my, uh, servers, all these C twos were being deprecated and I got an email I'm I couldn't figure out. Why can you just like roll it over? Why, why are you telling me? Just like, give me something else. All right. Okay. So let me talk about, uh, the other things I want to ask you, is that like, okay. So as Amazon better in some areas where do they need more work in your opinion? Because obviously they're all interested in new stuff and they tend to like put it out there for their end to end customers. But then they've got ecosystem partners who actually have the same product. Yes. And, and this has been well documented. So it's, it's not controversial. It's just that Amazon's got a database Snowflake's got out database service. So Redshift, snowflake data breach is out there. So you got this co-op petition. Yes. How's that going? And what do you hearing about the reaction to any of that stuff? >>Depends on who you ask. They love to basically trot out a bunch of their partners who will say nice things about them. And it very much has heirs of, let's be honest, a hostage video, but okay. Cuz these companies do partner with, and they cannot afford to rock the boat too far. I'm not partnered with anyone. I can say what I want. And they're basically restricted to taking away my birthday at worse so I can live with that. >>All right. So I gotta ask about multicloud. Cause obviously the other cloud shows are coming up. Amazon hated that word multicloud. Um, a lot of people though saying, you know, it's not a real good marketing word. Like multicloud sounds like, you know, root canal. Mm-hmm <affirmative> right. So is there a better description for multicloud? >>Multiple single >>Cloudant loves that term. Yeah. >>You know, you're building in multiple single points of failure, do it for the right reasons or don't do it as a default. I believe not doing it is probably the right answer. However, and if I were, if I were Amazon, I wouldn't want to talk about my multi-cloud either as the industry leader, let's talk about other clouds, bad direction to go in from a market cap perspective. It doesn't end well for you, but regardless of what they want to talk about, or don't want to talk about what they say, what they don't say, I tune all of it out. And I look at what customers are doing and multi-cloud exists in a variety of forms. Some brilliant, some brain dead. It depends a lot on, but my general response is when someone gets on stage from a company and tells me to do a thing that directly benefits their company. I am skeptical at best. Yeah. When customers get on stage and say, this is what we're doing because it solves problems. That's when I shut up and listen. >>Yeah, course. Awesome. Corey, I gotta ask you a question cause I know you we've been, you know, fellow journeyman and the, and the cloud journey going to all the events and then the pandemic hit. We now in the third year, who knows what it's gonna gonna end. Certainly events are gonna look different. They're gonna be either changing footprint with the virtual piece, new group formations. Community's gonna emerge. You've got a pretty big community growing and it's growing like crazy. What's the weirdest or coolest thing or just big changes you've seen with the pandemic, uh, from your perspective, cuz you've been in the you're in the middle of the whitewater rafting. You've seen the events you circle offline. You saw the online piece, come in, you're commentating, you're calling balls and strikes in the industry. You got a great team developing over there. Duck build group. What's the big aha moment that you saw with the pandemic. Weird, funny, serious, real in the industry and with customers what's >>Accessibility. Reinvent is a great example. When in the before times it's open to anyone who wants to attend, who can pony up two grand and a week in Las Vegas and get to Las Vegas from wherever they happen to be by moving virtually suddenly it, it embraces the reality that talent is evenly. Distributed. Opportunity is not. And that means that suddenly these things are accessible to a wide swath of audience and potential customer base and the rest that hadn't been invited to the table previously, it's imperative that we not lose that. It's nice to go out and talk to people and have people come up and try and smell my hair from time to time, I smelled delightful. Let me assure you. But it was, but it's also nice to be. >>I have a product for you if you want, you know? Oh, >>Oh excellent. I look forward to it. What is it? Pudding? Why not? <laugh> >>What else have you seen? So when accessibility for talent. Yes. Which by the way is totally home run. What weird things have happened that you've seen? Um, that's >>Uh, it's, it's weird, but it's good that an awful lot of people giving presentation have learned to tighten their message and get to the damn point because most people are not gonna get up from a front row seat in a conference hall, midway through your Aing talk and go somewhere else. But they will change a browser tab and you won't get them back. You've gotta be on point. You've gotta be compelling if it's going to be a virtual discussion. Yeah. >>And you turn off your iMessage too. >>Oh yes. It's always fun in the, in the meetings when you're ho to someone and their colleague is messaging them about, should we tell 'em about this? And I'm sitting there reading it and it's >>This guy is really weird. Like, >>Yes I am and I bring it into the conversation and then everyone's uncomfortable. It goes, wow. Why >>Not? I love when my wife yells at me over I message. When I'm on a business call, like, do you wanna take that about no, I'm good. >>No, no. It's better off. I don't the only entire sure. It's >>Fine. My kids text. Yeah, it's fine. Again, that's another weird thing. And, and then group behavior is weird. Now people are looking at, um, communities differently. Yes. Very much so, because if you're fatigued on content, people are looking for the personal aspect. You're starting to see much more of like yeah. Another virtual event. They gotta get better. One and two who's there. >>Yeah. >>The person >>That's a big part of it too is the human stories are what are being more and more interesting. Don't get up here and tell me about your product and how brilliant you are and how you built it. That's great. If I'm you, or if I wanna work with you or I want to compete with you or I want to put on my engineering hat and build it myself. Cause why would I buy anything? That's more than $8. But instead, tell me about the problem. Tell me about the painful spot that you specialize in. Yeah. Tell me a story there. >>I, I think >>That gets a glimpse in a hook and makes >>More, more, I think you nailed it. Scaling storytelling. Yes. And access to better people because they don't have to be there in person. I just did a thing. I never, we never would've done the queue. We did. Uh, Amazon stepped up in sponsors. Thank you, Amazon for sponsoring international women's day, we did 30 interviews, APAC. We did five regions and I interviewed this, these women in Asia, Pacific eight, PJ, they call for in this world. And they're amazing. I never would've done those interviews cuz I never, would've seen 'em at an event. I never would've been in pan or Singapore, uh, to access them. And now they're in the index, they're in the network. They're collaborating on LinkedIn. So a threads are developing around connections that I've never seen before. Yes. Around the content. >>Absolutely >>Content value plus and >>Effecting. And that is the next big revelation of this industry is going to realize you have different companies. And, and I Amazon's case different service teams all competing with each other, but you have the container group and you have the database group and you have the message cuing group. But customers don't really want to build things from spare parts. They want a solution to a problem. I want to build an app that does Twitter for pets or whatever it is I'm trying to do. I don't wanna basically have to pick and choose and fill my shopping cart with all these different things. I want something that's gonna basically give me what I'm trying to get as close to turnkey as possible. Moving up the stack. That is the future. And just how it gets here is gonna be >>Well we're here at Corey Quinn, the master of the master of content here in the a ecosystem. Of course we we've been following up from the beginning. His great guy, check out his blog, his site, his newsletter screaming podcast. Corey, final question for, uh, what are you here doing? What's on your agenda this week in San Francisco and give a plug for the duck build group. What are you guys doing? I know you're hiring some people what's on the table for the company. What's your focus this week and put a plug in for the group. >>I'm here as a customer and basically getting outta my cage cuz I do live here. It's nice to actually get out and talk to folks who are doing interesting things at the duck bill group. We solved one problem. We fixed the horrifying AWS bill, both from engineering and architecture, advising as well as negotiating AWS contracts because it turns out those things are big and complicated. And of course my side media projects last week in aws.com, we are, it it's more or less a content operation where I in my continual and ongoing love affair with the sound of my own voice. >><laugh> and you're good. It's good content it's on, on point fun, Starky and relevant. So thanks for coming to the cube and sharing with us. Appreciate it. No >>Thank you button. >>You. Okay. This the cube covers here in San Francisco, California, the cube is back going to events. These are the summits, Amazon web services summits. They happen all over the world. We'll be in New York and obviously we're here in San Francisco this week. I'm John fur. Keep, keep it right here. We'll be back with more coverage after this short break. Okay. Welcome back everyone. This's the cubes covers here in San Francisco, California, we're live on the show floor of AWS summit, 2022. I'm John for host of the cube and remember AWS summit in New York city coming up this summer, we'll be there as well. And of course reinvent the end of the year for all the cube coverage on cloud computing and AWS two great guests here from the APN global APN Sege chef Jenko and Jeff Grimes partner lead Jeff and Sege is doing partnerships global APN >>AWS global startup program. Yeah. >>Okay. Say that again. >>AWS. We'll start >>Program. That's the official name. >>I love >>It too long, too long for me. Thanks for coming on. Yeah, >>Of course. >>Appreciate it. Tell us about what's going on with you guys. What's the, how was you guys organized? You guys we're obviously we're in San Francisco bay area, Silicon valley, zillions of startups here, New York. It's got another one we're gonna be at tons of startups. A lot of 'em getting funded, big growth and cloud big growth and data secure hot in all sectors. >>Absolutely. >>So maybe, maybe we could just start with the global startup program. Um, it's essentially a white glove service that we provide to startups that are built on AWS. And the intention there is to help identify use cases that are being built on top of AWS. And for these startups, we want to pro vibe white glove support in co building products together. Right. Um, co-marketing and co-selling essentially, um, you know, the use cases that our customers need solved, um, that either they don't want to build themselves or are perhaps more innovative. Um, so the, a AWS global startup program provides white glove support. Dedicat at headcount for each one of those pillars. Um, and within our program, we've also provided incentives, programs go to market activities like the AWS startup showcase that we've built for these startups. >>Yeah. By the way, AWS startup, AWS startups.com is the URL, check it out. Okay. So partnerships are key. Jeff, what's your role? >>Yeah. So I'm responsible for leading the overall effort for the AWS global startup program. Um, so I've got a team of partner managers that are located throughout the us, uh, managing a few hundred startup ISVs right now. <laugh> >>Yeah, you got a >>Lot. We've got a lot. >>There's a lot. I gotta, I gotta ask a tough question. Okay. I'm I'm a startup founder. I got a team. I just got my series a we're grown. I'm trying to hire people. I'm super busy. What's in it for me. Yeah. What do you guys bring to the table? I love the white glove service, but translate that what's in it for what do I get out of it? What's >>A story. Good question. I focus, I think. Yeah, because we get, we get to see a lot of partners building their businesses on AWS. So, you know, from our perspective, helping these partners focus on what, what do we truly need to build by working backwards from customer feedback, right? How do we effectively go to market? Because we've seen startups do various things, um, through trial and error, um, and also just messaging, right? Because oftentimes partners or rather startups, um, try to boil the ocean with many different use cases. So we really help them, um, sort of laser focus on what are you really good at and how can we bring that to the customer as quickly as possible? >>Yeah. I mean, it's truly about helping that founder accelerate the growth of their company, right. And there's a lot that you can do with AWS, but focus is truly the key word there because they're gonna be able to find their little piece of real estate and absolutely deliver incredible outcomes for our customers. And then they can start their growth curve there. >>What are some of the coolest things you've seen with the APN that you can share publicly? I know you got a lot going on there, a lot of confidentiality. Um, but you know, we're here a lot of great partners on the floor here. I'm glad we're back at events. Uh, a lot of stuff going on digitally with virtual stuff and, and hybrid. What are some of the cool things you guys have seen in the APN that you can point to? >>Yeah, absolutely. I mean, I can point to few, you can take them. So, um, I think what's been fun over the years for me personally, I came from a startup brand sales at an early stage startup and, and I went through the whole thing. So I have a deep appreciation for what these guys are going through. And what's been interesting to see for me is taking some of these early stage guys, watching them progress, go public, get acquired and see that big day mm-hmm <affirmative>, uh, and being able to point to very specific items that we help them to get to that point. Uh, and it's just a really fun journey to watch. >>Yeah. I, and part of the reason why I really, um, love working at the AWS, uh, global startup program is working with passionate founders. Um, I just met with a founder today that it's gonna, he's gonna build a very big business one day, um, and watching them grow through these stages and supporting that growth. Um, I like to think of our program as a catalyst for enterprise is sort of scale. Yeah. Um, and through that we provide visibility, credibility and growth opportunities. >>Yeah. A lot, a lot of partners too. What I found talking to staff founders is when they have that milestone, they work so hard for it. Whether it's a B round C round Republic or get bought. Yeah. Um, then they take a deep breath and they look back at wow, what a journey it's been. So it's kind of emotional for sure. But still it's a grind. Right? You gotta, I mean, when you get funding, it's still day one. You don't stop. It's no celebrate, you got a big round or valuation. You still gotta execute >>And look it's hypercompetitive and it's brutally difficult. And our job is to try to make that a little less difficult and navigate those waters. Right. Where ever everyone's going after similar things. >>Yeah. And I think as a group element too, I observe that startups that I, I meet through the APN has been interesting because they feel part of AWS. Yeah, totally. As a group of community, as a vibe there. Um, I know they're hustling, they're trying to make things happen. But at the same time, Amazon throws a huge halo effect. I mean, that's a huge factor. I mean, you guys are the number one cloud in the business, the growth in every sector is booming. Yeah. And if you're a startup, you don't have that luxury yet. And look at companies like snowflake that built on top of AWS. I mean, people are winning by building on AWS. >>Yeah. And our, our, our program really validates their technology first. So we have, what's all the foundation's technical review that we put all of our startups through before we go to market. So that when enterprise customers are looking at startup technology, they know that it's already been vetted. And, um, to take that a step further and help these partners differentiate, we use programs like the competency programs, the DevOps competencies, the security competency, which continues to help, um, provide sort of a platform for these startups, help them differentiate. And also there's go to market benefits that are associated with that. >>Okay. So let me ask the, the question that's probably on everyone's mind, who's watching, certainly I asked this a lot. There's a lot of companies startups out there who makes the cut, is there a criteria cut? It's not like it's sports team or anything, but like sure. Like there's activate program, which is like, there's hundreds of thousands of startups out there. Not everyone is at the APN. Right? Correct. So ISVs again, that's a whole nother, that's a more mature partner that might have, you know, huge market cap or growth. How, how do you guys focus? How do you guys focus? I mean, you got a good question, you know, thousand flowers blooming all the time. Is there a new way you guys are looking at it? I know there's been some talk about restructure or, or new focus. What's the focus. >>Yeah. It's definitely not an easy task by any means. Um, but you know, I recently took over this role and we're really trying to establish focus areas, right. So obviously a lot of the ISVs that we look after are infrastructure ISVs. That's what we do. Uh, and so we have very specific pods that look after different type of partners. So we've got a security pod, we've got a DevOps pod, we've got core infrastructure, et cetera. And really, we're trying to find these ISVs that can solve, uh, really interesting AWS customer. >>You guys have a deliberate, uh, focus on these pillars. So what infrastructure, >>Security, DevOps, and data and analytics, and then line of business >>Line, business line business, like web >>Marketing, business apps, >>Owner type thing. Exactly. >>Yeah, exactly. >>So solutions there. Yeah. More solutions and the other ones are like hardcore. So infrastructure as well, like storage back up ransomware kind of stuff, or, >>Uh, storage, networking. >>Okay. Yeah. The classic >>Database, et cetera. Right. >>And so there's teams on each pillar. >>Yep. So I think what's, what's fascinating for the startups that we cover is that they've got, they truly have support from a build market sell perspective, right. So you've got someone who's technical to really help them get the technology, figured out someone to help them get the marketing message dialed and spread, and then someone to actually do the co-sell, uh, day to day activities to help them get in front of customers. >>Probably the number one request that we always ask for Amazon is can wish that sock report, oh, download it on the console, which we use all the time. <laugh> exactly. But security's a big deal. I mean, you know, ask the res are evolving, that role of DevOps is taking on dev SecOps. Um, I, I can see a lot of customers having that need for a relationship to move things faster. Do you guys provide like escalation or is that a part of a service or that not part of, uh, uh, >>Yeah, >>So the partner development manager can be an escalation for absolutely. Think of that. 'em as an extension of your business inside of AWS. >>Great. And you guys, how is that partner managers, uh, measure >>On those three pillars? Right. Got it. Are we billing, building valuable use cases? So product development go to market, so go to market activities, think blog, posts, webinars, case studies, so on and so forth. And then co-sell not only are we helping these partners win their current opportunities that they are sourcing, but can we also help them source net new deals? Yeah. Right. That's very, >>I mean, top asked from the partners is get me in front of customers. Right. Um, not an easy task, but that's a huge goal of ours to help them grow their top line. >>Right. Yeah. In fact, we had some interviews here on the cube earlier talking about that dynamic of how enterprise customers are buying. And it's interesting, a lot more POCs. I have one partner here that you guys work with, um, on observability, they got a huge POC with capital one mm-hmm <affirmative> and the enterprises are engaging the star ups and bringing them in. So the combination of open source software enterprises are leaning into that hard and bringing young growing startups in mm-hmm <affirmative>. Yep. So I could see that as a huge service that you guys can bring people in. >>Right. And they're bringing massively differentiated technology to the table. The challenge is they just might not have the brand recognition. The, at the big guys have mm-hmm <affirmative>. And so that's, our job is how do you get that great tech in front of the right situations? >>Okay. So my next question is about the show here, and then we'll talk globally. So here in San Francisco sure. You know, Silicon valley bay area, San Francisco bay area, a lot of startups, a lot of VCs, a lot of action. Mm-hmm <affirmative> so probably a big market for you guys. Yeah. So what's exciting here in SF. And then outside of SF, you guys have a global pro, have you see any trends that are geography based or is it sure areas more mature? There's certain regions that are better. I mean, I just interviewed a company here. That's doing, uh, a AWS edge really well in these cases. It's interesting that these, the partners are filling a lot of holes and gaps in the opportunities with a AWS. So what's exciting here. And then what's the global perspective. >>Yeah, totally. So obviously see a ton of partners from the bay area that we support. Um, but we're seeing a lot of really interesting technology come out of AMEA specifically. Yeah. Uh, and making a lot of noise here in the United States, which is great. Um, and so, you know, we definitely have that global presence and, and starting to see super differentiated technology come out of those regions. >>Yeah. Especially Tel Aviv. Yeah. >>Amy and real quick before you get into surge. It's interesting. The VC market in, in Europe is hot. They've got a lot of unicorns coming in. We've seen a lot of companies coming in. They're kind of rattling their own, you know, cage right now. Hey, look at us. Let's see if they crash, you know, but we don't see that happening. I mean, people have been predicting a crash now in, in the startup ecosystem for least a year. It's not crashing. In fact, funding's up. >>Yeah. The pandemic was hard on a lot of startups for sure. Yeah. Um, but what we've seen is many of these startups, they, as quickly as they can grow, they can also pivot as, as, as well. Um, and so I've actually seen many of our startups grow through the demo because their use cases are helping customers either save money, become more operationally efficient and provide value to leadership teams that need more visibility into their infrastructure during a pandemic. >>It's an interesting point. I talked to Andy jazzy and Adam Celski both say the same thing during the pandemic. Necessity's the mother of all invention. Yep. And startups can move fast. So with that, you guys are there to assist if I'm a startup and I gotta pivot cuz remember iterate and pivot, iterate and pivot. So you get your economics, that's the playbook of the ventures and the models. >>Exactly. How >>Do you guys help me do that? Give me an example of what me through. Pretend me, I'm a start up. Hey, I'm on the cloud. Oh my God. Pandemic. They need video conferencing. Hey cube. Yeah. What do I need? Search? What, what do >>I do? That's a good question. First thing is just listen. Yeah. I think what we have to do is a really good job of listening to the partner. Um, what are their needs? What is their problem statement? Where do they want to go at the end of the day? Um, and oftentimes because we've worked with, so how many successful startups that have come out of our program, we have, um, either through intuition or a playbook determined what is gonna be the best path forward and how do we get these partners to stop focusing on things that will eventually, um, just be a waste of time. Yeah. And, or not provide, or, you know, bring any fruit to the table, which, you know, essentially revenue. >>Well, we love startups here in the cube because one, um, they have good stories, they're oil and cutting edge, always pushing the envelope and they're kind of disrupting someone else. Yeah. And so they, they have an opinion. They don't mind sharing on camera. So love talking to startups. We love working with you guys on our startups. Showcases startups.com. Check out AWS startups.com and she got the showcase. So is, uh, final word. I'll give you guys the last word. What's the bottom line bumper sticker for AP globe. The global APN program summarize the opportunity for startups, what you guys bring to the table and we'll close it out. Totally. We'll start >>With you. Yeah. I think the AWS global startup programs here to help companies truly accelerate their business full stop. Right. And that's what we're here for. Love it. >>It's a good way to, it's a good way to put it. Dato yeah. >>All right. Thanks for coming out. Thanks John. Great to see you love working with you guys. Hey, startups need help. And the growing and huge market opportunities, the shift cloud scale data engineering, security infrastructure, all the markets are exploding in growth because of the digital transformation of realities here, open source and cloud. I'll making it happen here in the cube in San Francisco, California. I'm John furrier, your host. Thanks for >>Watching Cisco, John. >>Hello and welcome back to the Cube's live coverage here in San Francisco, California for AWS summit, 2022. I'm John for host of the cube. Uh, two days of coverage, AWS summit, 2022 in New York city coming up this summer will be there as well. Events are back. The cube is back of course, with the cube virtual cube hybrid, the cube.net. Check it out a lot of content this year more than ever a lot more cloud data cloud native, modern applic is all happening. Got a great guest here. Jeremy Burton, Cub alumni, uh, CEO of observe Inc in the middle of all the cloud scale, big data observability, Jeremy. Great to see you. Thanks. >>Coming on. Always great to come and talk to you on the queue, man. It's been been a few years, so, >>Um, well you, you got your hands. You're in the trenches with great startup, uh, good funding, great board, great people involved in the observability Smith hot area, but also you've been a senior executive president of Dell EMC. Um, 11 years ago you had a vision and you actually had an event called cloud meets big data. Um, yeah. And it's here, you predicted it 11 years ago. Um, look around it's cloud meets big data. >>Yeah. I mean the, the cloud thing I think, you know, was, was probably already a thing, but the big data thing I do claim credit for, for sort of catching that bus early, um, you know, we, we were on the, the, the bus early and, and I think it was only inevitable. Like, you know, if you could bring the economics and the compute of cloud to big data, you, you could find out things you could never possibly imagine. >>So you're close to a lot of companies that we've been covering deeply snowflake, obviously you involved, uh, at the board level, the other found, you know, the people there, uh, cloud, you know, Amazon, you know, what's going on here? Yeah. You're doing a startup as the CEO at the helm, uh, chief of observ, Inc, which is an observability, which is to me in the center of this confluence of data engineering, large scale integrations, um, data as code integrating into applications. I mean, it's a whole nother world developing, like you see with snowflake, it means snowflakes is super cloud as we call it. So a whole nother wave is here. What's your, what's this wave we're on what's how would you describe the wave? >>Well, a couple of things, I mean, people are, I think right in more software than, than ever before are why? Because they've realized that if, if you don't take your business online and offer a service, then you become largely irrelevant. And so you you've got a whole set of new applications. I think, I think more applications now than any point. Um, not, not just ever, but the mid nineties, I always looked at as the golden age of application development. Now, back then people were building for windows. Well, well now they're building for things like AWS is now the platform. Um, so you've got all of that going on. And then at the same time, the, the side effect of these applications is they generate data and lots of data. And the, you know, there's sort of the transactions, you know, what you bought today are something like that. But then there's what we do, which is all the telemetry, all the exhaust fumes. And I think people really are realizing that their differentiation is not so much their application. It's their understanding of the data. Can, can I understand who my best customers are, what I sell today. If people came to my website and didn't buy, then why not? Where did they drop off all of that? They wanna analyze. And, and the answers are all in the data. The question is, can you understand it >>In our last startup showcase, we featured data as code one of the insights that we got out of that, and I wanna get your opinion on our reaction to is, is that data used to be put into a data lake and turns into a data swamp or throw into the data warehouse. And then we'll do some queries, maybe a report once in a while. And so data, once it was done, unless it was real time, even real time was not good anymore after real time. That was the old way. Now you're seeing more and more, uh, effort to say, let's go look at the data, cuz now machine learning is getting better. Not just train once mm-hmm <affirmative> they're iterating. Yeah. This notion of iterating and then pivoting, iterating and pivoting. Yeah, that's a Silicon valley story. That's like how startups work, but now you're seeing data being treated the same way. So now you have another, this data concept that's now yeah. Part of a new way to create more value for the apps. So this whole, this whole new cycle of >>Yeah. >>Data being reused and repurposed and figured out and yeah, >>Yeah. I'm a big fan of, um, years ago. Uh, uh, just an amazing guy, Andy McAfee at the MIT C cell labs I spent time with and he, he had this line, which still sticks to me this day, which is look I'm I'm. He said I'm part of a body, which believes that everything is a matter of data. Like if you have enough data, you can answer any question. And, and this is going back 10 years when he was saying these kind of things and, and certainly, you know, research is on the forefront. But I think, you know, starting to see that mindset of the, the sort of MIT research be mainstream, you know, in enterprises, they they're realizing that. Yeah, it is about the data. You know, if I can better understand my data better than my competitor, then I've got an advantage. And so the question is is, is how, what, what technologies and what skills do I need in my organization to, to allow me to do that. >>So let's talk about observing you the CEO of, okay. Given you've seen the ways before you're in the front lines of observability, which again is in the center of all this action what's going on with the company. Give a quick minute to explain, observe for the folks who don't know what you guys do. What's the company doing? What's the funding status, what's the product status and what's the customer status. Yeah. >>So, um, we realized, you know, a handful of years ago, let's say five years ago that, um, look, the way people are building applications is different. They they're way more functional. They change every day. Uh, but in some respects they're a lot more complicated. They're distributed. They, you know, microservices architectures and when something goes wrong, um, the old way of troubleshooting and solving problems was not gonna fly because you had SA so much change going into production on a daily basis. It was hard to tell like where the problem was. And so we thought, okay, it's about time. Somebody looks at the exhaust fumes from this application and all the telemetry data and helps people troubleshoot and make sense of the problems that they're seeing. So, I mean, that's observability, it's actually a term that goes back to the 1960s. It was a guy called, uh, Rudolph like, like everything in tech, you know, it's, it's a reinvention of something from years gone by. >>Um, there's a guy called, um, Rudy Coleman in 1960s coiner term and, and, and the term was being able to determine the state of a system by looking at its external outputs. And so we've been going on this for, uh, the best part of four years now. Um, it took us three years just to build the product. I think, I think what people don't appreciate these days often is the barrier to entry in a lot of these markets is quite high. You, you need a lot of functionality to have something that's credible with a customer. Um, so yeah, this last year we, we, we did our first year selling, uh, we've got about 40 customers now. Um, we just we've got great investors for the hill ventures. Uh, I mean, Mike SP who was, you know, the, the guy who was the, really, the first guy in it snowflake and the, the initial investor were fortunate enough to, to have Mike and our board. And, um, you know, part of the observed story is closely knit with snowflake all of that time with your data, you know, we, we store in there. >>So I want to get, uh, yeah. Pivot to that. Mike SP snowflake, Jeremy Burton, the cube kind of, kind of same thinking this idea of a super cloud or what snowflake became. Yeah. Snowflake is massively successful on top of AWS. Mm-hmm <affirmative> and now you're seeing startups and companies build on top of snowflake. Yeah. So that's become an entrepreneurial story that we think that to go big in the cloud, you can have a cloud on a cloud, uh, like as Jerry, Jerry Chan and Greylock calls it, castles in the cloud where there are moats in the cloud. So you're close to it. I know you, you're doing some stuff with snowflake. So as a startup, what's your view on building on top of say a snowflake or an AWS, because again, you gotta go where the data is. You need all the data. >>Yeah. So >>What's your take on that? I mean, >>Having enough gray hair now, um, you know, again, in tech, I think if you wanna predict the future, look at the past. And, uh, you know, 20 years ago, 25 years ago, I was at a, a smaller company called Oracle and an Oracle was the database company. And, uh, their, their ambition was to manage all of the world's transactional data. And they built on a platform or a couple of platforms, one, one windows, and the other main one was Solaris. And so at that time, the operating system was the platform. And, and then that was the, you know, ecosystem that you would compete on top of. And then there were companies like SAP that built applications on top of Oracle. So then wind the clock forward 25 years gray hairs. <laugh> the platform, isn't the operating system anymore. The platform is AWS, you know, Google cloud. I gotta probably look around if I say that in. Yeah, >>It's okay. Columbia, but hyperscale. Yeah. CapX built out >>That is the new platform. And then snowflake comes along. Well, their aspiration is to manage all of the, not just human generated data, but machine generated data in the world of cloud. And I think they they've done an amazing job are doing for the, I'd say, say the, the big data world, what Oracle did for the relational data world, you know, way back 25 years ago. And then there are folks like us come along and, and of course my ambition would be, look, if, if we can be as successful as an SAP building on top of snowflake, uh, as, as they were on top of Oracle, then, then we'd probably be quite happy, >>Happy. So you're building on top of snowflake, >>We're building on top of snowflake a hundred percent. And, um, you know, I've had folks say to me, well, aren't you worried about that? Isn't that a risk? It's like, well, that that's a risk. You're >>Still on the board. >>Yeah. I'm still on the board. Yeah. That's a risk I'm prepared to take. I am more on snowing. >>It sounds well, you're in a good spot. Stay on the board, then you'll know what's going on. Okay. No, yeah. Serious one. But the, this is a real dynamic. It is. It's not a one off its >>Well, and I do believe as well that the platform that you see now with AWS, if you look at the revenues of AWS is in order of magnitude, more than Microsoft was 25 years ago with windows mm-hmm <affirmative>. And so I've believe the opportunity for folks like snowflake and, and folks like observe it. It's an order of magnitude more than it was for the Oracle and the SAPs of the old world. >>Yeah. And I think this is really, I think this is something that this next generation of entrepreneurship is the go big scenario is you gotta be on a platform. Yeah. >>It's quite easy >>Or be the platform, but it's hard. There's only like how seats were at that table left >>Well value migrates up over time. So, you know, when the cloud thing got going, there were probably 10, 20, 30, you know, rack space and there's 1,000,001 infrastructure, a service platform as a service. My, my old, uh, um, employee EMC, we had pivotal, you know, pivotal was a platform as a service. Don't hear so much about it these days, but initially there's a lot of players and then it consolidates. And then to, to like extract, uh, a real business, you gotta move up, you gotta add value, you gotta build databases, then you gotta build applications. So >>It's interesting. Moving from the data center of the cloud was a dream for starters within if the provision, the CapEx. Yeah. Now the CapEx is in the cloud. Then you build on, on top of that, you got snowflake. Now you got on top of that. >>The assumption is almost that compute and storage is free. I know it's not quite free. Yeah. It's almost free, but you can, you know, as an application vendor, you think, well, what can I do if I assume compute and storage is free, that's the mindset you've gotta get >>Into. And I think the platform enablement to value. So if I'm an entrepreneur, I'm gonna get a series us multiple of value in what I'm paying. Yeah. Most people don't even blanket their Avis pills unless they're like massively huge. Yeah. Then it's a repatriation question or whatever discount question, but for most startups or any growing company, the Amazon bill should be a small factor. >>Yeah. I mean, a lot of people, um, ask me, uh, like, look you build in on snowflake. Um, you, you know, you, you, you're gonna be, you're gonna be paying their money. How, how, how, how does that work with your business model? If you're paying their money, you know, do, do you have a viable business? And it's like, well, okay. I, we could build a database as well and observe, but then I've got half the development team working on something that will never be as good as snowflake. And so we made the call early on that. No, no, we, we want a eight above the database. Yeah. Right. Snowflake are doing a great job of innovating on the database and, and the same is true of something like Amazon, like, like snowflake could have built their own cloud and their own platform, but they didn't. >>Yeah. And what's interesting is that Dave <inaudible> and I have been pointing this out and he's obviously a more on snowflake. I've been looking at data bricks, um, and the same dynamics happening, the proof is the ecosystem. Yeah. I mean, if you look at Snowflake's ecosystem right now and data bricks it's exploding. Right. I mean, the shows are selling out the floor. Space's book. That's the old days at VMware. Yeah. The old days at AWS. >>Well, and for snowflake and, and any platform from VI, it's a beautiful thing because, you know, we build on snowflake and we pay them money. They don't have to sell to us. Right. And we do a lot of the support. And so the, the economics work out really, really well. If you're a platform provider and you've got a lot of >>Ecosystems. Yeah. And then also you get, you get a, um, a trajectory of, uh, economies of scale with the institutional knowledge of snowflake integrations, right. New product, you're scaling a step function with them. >>Yeah. I mean, we manage 10 petabytes of data right now. Right. When I, when I, when I arrived at EMC in 2010, we had, we had one petabyte customer. And, and so at observe, we've been only selling the product for a year. We have 10 petabytes of data under management. And so been able to rely on a platform that can manage that is inve >>You know, well, Jeremy great conversation. Thanks for sharing your insights on the industry. Uh, we got a couple minutes left, um, put a plug in for observe. What do you guys know? You got some good funding, great partners. I don't know if you can talk about your, your, your POC customers, but you got a lot of high ends folks that are working with you. You getting in traction. >>Yeah. Yeah. Scales >>Around the corner. Sounds like, are you, is that where you are scale? >>We've got a big that that's when coming up in two or three weeks, we've got, we've got new funding, um, which is always great. Um, the product is, uh, really, really close. I think, as a startup, you always strive for market fit, you know, which is at which point can you just start hiring salespeople? And the revenue keeps going. We're getting pretty close to that right now. Um, we've got about 40 SaaS companies that run on the platform. They're almost all AWS Kubernetes, uh, which is our sweet spot to begin with, but we're starting to get some really interesting, um, enterprise type customers. We're, we're, you know, F five networks we're POC in right now with capital one, we got some interest in news around capital one coming up. I, I can't share too much, but it's gonna be exciting. And, and like I said, so hill continue to, to, >>I think capital one's a big snowflake customer as well. Right. >>They were early in one of the things that attracted me to capital one was they were very, very good with snowflake early on. And, and they put snowflake in a position in the bank where they thought that snowflake could be successful. And, and today that, that is one of Snowflake's biggest accounts, >>Capital, one, very innovative cloud, obviously Atos customer, and very innovative, certainly in the CISO and CIO, um, on another point on where you're at. So you're, Prescale meaning you're about to scale, >>Right? >>So you got POCs, what's that trajectory look like? Can you see around the corner? What's, what's going on? What's on, around the corner. That you're, that you're gonna hit this straight and narrow and, and gas it fast. >>Yeah. I mean, the, the, the, the key thing for us is we gotta get the product. Right. Um, the nice thing about having a guy like Mike Pfizer on the board is he doesn't obsess about revenue at this stage. His questions that the board are always about, like is the product, right? Is the product right? Is the product right? Have you got the product right? And cuz we know when the product's right, we can then scale the sales team and, and the revenue will take care of itself. Yeah. So right now all the attention is on the product. Um, the, this year, the exciting thing is we we're, we're adding all the tracing visualizations. So people will be able to the kind of things that by in the day you could do with the new relics and AppDynamics, the last generation of, of APM tools, you're gonna be able to do that within observe. And we've already got the logs and the metrics capability in there. So for us this year is a big one, cuz we sort of complete the trifecta, you know, the, the >>Logs, what's the secret sauce observe. What if you had the, put it into a, a, a sentence what's the secret sauce? >>I, I, I think, you know, an amazing founding engineering team, uh, number one, I mean, at the end of the day, you have to build an amazing product and you have to solve a problem in a different way. And we've got great long term investors and, and the biggest thing our investors give is it actually, it's not just money. It gives us time to get the product, right. Because if we get the product right, then we can get the growth. >>Got it. Final question. While I got you here, you've been on the enterprise business for a long time. What's the buyer landscape out there. You got people doing POCs on capital one scale. So we know that goes on. What's the appetite at the buyer side for startups and what are their requirements that you're seeing? Uh, obviously we're seeing people go in and dip into the startup pool because new ways to refactor their, this restructure. So, so a lot of happening in cloud, what's the criteria. How are enterprises engaging in with startups? >>Yeah. I mean, enterprises, they know they've gotta spend money transforming the business. I mean, this was, I almost feel like my old Dell or EMC self there, but, um, what, what we were saying five years ago is happening. Um, everybody needs to figure out a way to take their business to this digital world. Everybody has to do it. So the nice thing from a startup standpoint is they know at times they need to risk or, or take a bet on new technology in order to, to help them do that. So I think you've got buyers that a have money, uh, B it prepared to take risks and it's, it's a race against time to you'll get their, their offerings in this, a new digital footprint. >>Final, final question. What's the state of AWS. Where do you see them going next? Obviously they're continuing to be successful. How does cloud 3.0, or they always say it's day one, but it's more like day 10, but what's next for Aw. Where do they go from here? Obviously they're doing well. They're getting bigger and bigger. Yeah, >>Better. It's an amazing story. I mean, you know, we're, we're on AWS as well. And so I, I think if they keep nurturing the builders and the ecosystem, then that is their superpower. They, they have an early leads. And if you look at where, you know, maybe the likes of Microsoft lost the plot in the, in the late nineties, it was, they stopped, uh, really caring about developers in the folks who were building on top of their ecosystem. In fact, they started buying up their ecosystem and competing with people in their ecosystem. And I see with AWS, they, they have an amazing headstart and if they did more, you know, if they do more than that, that's, what's gonna keep this juggernaut rolling for many years to come. >>Yeah. They got the Silicon and got the stack. They're developing Jeremy Burton inside the cube, great resource for commentary, but also founding with the CEO of a company called observing in the middle of all the action on the board of snowflake as well. Um, great startup. Thanks for coming on the cube. Always a pleasure. Okay. Live from San Francisco. It's to cube. I'm John for your host. Stay with us more coverage from San Francisco, California after the short break. >>Hello. Welcome back to the cubes coverage here live in San Francisco, California. I'm John furrier, host of the cubes cube coverage of AWS summit 2022 here in San Francisco. We're all the developers are the bay air at Silicon valley. And of course, AWS summit in New York city is coming up in the summer. We'll be there as well. SF and NYC cube coverage. Look for us. Of course, reinforcing Boston and re Mars with the whole robotics, AI. They all coming together. Lots of coverage stay with us today. We've got a great guest from Bel VC. John founding partner, entrepreneurial venture is a venture firm. Your next act, welcome to the cube. Good to see you. >>Good to see you, man. I feel like it's been forever since we've been able to do something in person. Well, >>I'm glad you're here because we run into each other all the time. We've known each other for over decade. Um, >>It's been at least 10 years, >>At least 10 years more. And we don't wanna actually go back as bring back the old school web 1.0 days. But anyway, we're in web three now. So we'll get to that in a second. We, >>We are, it's a little bit of a throwback to the path though, in my opinion, >>It's all the same. It's all distributed computing and software. We ran each other in cube con. You're investing in a lot of tech startup founders. Okay. This next level, next gen entrepreneurs have a new makeup and it's software. It's hardcore tech in some cases, not hardcore tech, but using software to take an old something old and make it better new, faster. So tell us about Bel what's the firm. I know you're the founder, uh, which is cool. What's going on. Explain >>What you, I mean, you remember I'm a recovering entrepreneur, right? So of course I, I, >>No, you're never recovering. You're always entrepreneur >>Always, but we are also always recovering. So I, um, started my first company when I was 24. If you remember, before there was Facebook and friends, there was instant messaging. People were using that product at work every day, they were creating a security vulnerability between their network and the outside world. So I plugged that hole and built an instant messaging firewall. It was my first company. The company was called IM logic and we were required by Symantec. Uh, then spent 12 years investing in the next generation of software companies, uh, early investor in open source companies and cloud companies and spent a really wonderful years, uh, at a firm called NEA. So I, I feel like my whole life I've been either starting enterprise software companies or helping founders start enterprise software companies. And I'll tell you, there's never been a better time than right now to start an enterprise software company. >>So, uh, the passion for starting a new firm was really a recognition that founders today that are starting an enterprise software company, they, they tend to be, as you said, a more technical founder, right? Usually it's a software engineer or a builder mm-hmm <affirmative>, uh, they are building that are serving a slightly different market than what we've traditionally seen in enterprise software. Right? I think traditionally we've seen it buyers or CIOs that have agendas and strategies, which, you know, purchase software that is traditionally bought and sold tops down. But you know, today I think the most successful enterprise software companies are the ones that are built more bottoms up and have more technical early adopters. And generally speaking, they're free to use. They're free to try. They're very commonly community source or open source companies where you have a large technical community that's supporting them. So there's a, there's kind of a new normal now I think in great enterprise software. And it starts with great technical founders with great products and great bottoms of motions. And I think there's no better place to, uh, service those people than in the cloud and uh, in, in your community. >>Well, first of all, congratulations, and by the way, you got a great pedigree and great background. You're super smart admire of your work and your, and, and your founding, but let's face it. Enterprise is hot because digital transformation is, is all companies there's no, I mean, consumer is enterprise now. Everything is what was once a niche, not, I won't say niche category, but you know, not for the faint of heart, you know, investors, >>You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. But remember, like right now, there's also a giant tech in VC conference in Miami <laugh> and it's covering cryptocurrencies and FCS and web three. So I think beauty is definitely in the eye of the beholder <laugh> but no, I, I will tell you, well, >>MFTs is one big enterprise, cuz you gotta have imutability you got performance issues. You have, I IOPS issues. >>Well, and, and I think all of us here that are of may, maybe students of his stream have been involved in open source in the cloud would say that we're, you know, much of what we're doing is, uh, the predecessors of the web web three movement. And many of us I think are contributors to the web three >>Movement. The hype is definitely web >>Three. Yeah. But, >>But you know, >>For sure. Yeah, no, but now you're taking us further east to Miami. So, uh, you know, look, I think, I, I think, um, what is unquestioned with the case and maybe it's, it's more obvious the more time you spend in this world is this is the fastest growing part of enterprise software. And if you include cloud infrastructure and cloud infrastructure spend, you know, it is by many measures over, uh, $500 billion in growing, you know, 20 to 30 a year. So it it's a, it's a just incredibly fast >>Let's getting, let's get into some of the cultural and the, the shifts that are happening, cuz again, you, you have the luxury of being in enterprise when it was hard, it's getting easier and more cooler. I get it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, for, uh, um, um, the CEO snowflake, okay. Has wrote a book and Dave Valenti and I were talking about it and uh, Frank Lutman has says, there's no playbooks. We always ask the CEOs, what's your playbook. And he's like, there's no playbook, situational awareness, always Trump's playbooks. So in the enterprise playbook, oh, hire a direct sales force and sass kind of crushed that now SAS is being redefined, right. So what is SAS? Is snowflake a SAS or is that a platform? So again, new unit economics are emerging, whole new situation, you got web three. So to me there's a cultural shift, the young entrepreneurs, the, uh, user experience, they look at Facebook and say, ah, you know, and they own all my data. And you know, we know that that cliche, um, they, you know, the product. So as this next gen, the gen Z and the millennials come in and our customers and the founders, they're looking at things a little bit differently and the tech better. >>Yeah. I mean, I mean, I think we can, we can see a lot of commonalities across all six of startups and the overall adoption of technology. Uh, and, and I would tell you, this is all one big giant revolution. I call it the user driven revolution. Right. It's the rise of the user. Yeah. And you might say product like growth is currently the hottest trend in enterprise software. It's actually user like growth, right. They're one in the same. So sometimes people think the product, uh, is what is driving. >>You just pull the product >>Through. Exactly, exactly. And so that's that I, that I think is really this revolution that you see, and, and it does extend into things like cryptocurrencies and web three and, you know, sort of like the control that is taken back by the user. Um, but you know, many would say that, that the origins of this movement may be started with open source where users were contributors, you know, contributors were users and looking back decades and seeing how it, how it fast forward to today. I think that's really the trend that we're all writing and it's enabling these end users. And these end users in our world are developers, data engineers, cybersecurity practitioners, right. They're really the users. And they're really the, the offic and the most, you know, kind of valued people in >>This. I wanna come back to the data engineers in a second, but I wanna make a comment and get your reaction to, I have a, I'm a gen Xer technically. So for not a boomer, but I have some boomer friends who are a little bit older than me who have, you know, experienced the sixties. And I've, I've been saying on the cube for probably about eight years now that we are gonna hit a digital hippie Revolut, meaning a rebellion against in the sixties was rebellion against the fifties and the man and, you know, summer of love. That was a cultural differentiation from the other one of group, the predecessors. So we're kind of having that digital moment now where it's like, Hey boomers, Hey people, we're not gonna do that anymore. We hate how you organize shit. >>Right. But isn't this just technology. I mean, isn't it, isn't it like there used to be the old adage, like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would get fired if you bought IBM. And I mean, it's just like the, the, I think, I think >>During the mainframe days, those renegades were breaking into Stanford, starting the home brew club. So what I'm trying to get at is that, do you see the young cultural revolution also, culturally, just, this is my identity NFTs to me speak volumes about my, I wanna associate with NFTs, not single sign on like, well, >>Absolutely. And, and I think like, I think you're hitting on something, which is like this convergence of, of, you know, societal trends with technology trends and how that manifests in our world is yes. I think like there is unquestionably almost a religion around the way in which a product is built. Right. And we can use open source. One example of that religion. Some people say, look, I'll just never try a product in the cloud if it's not open source. Yeah. I think cloud, native's another example of that, right? It's either it's, you know, it either is cloud native or it's not. And I think a lot of people will look at a product and say, look, you know, you were not designed in the cloud era. Therefore I just won't try you. And sometimes, um, like it or not, it's a religious decision, right? It's, it's something that people just believe to be true almost without, uh, necessarily. I mean, >>The data drives all decision making. Let me ask you this next question. As a VC. Now you look at pitch, well, you've been a VC for many years, but you also have the founder entrepreneurial mindset, but you can empathize with the founders. You know, hustle is a big part of the, that first founder check, right? You gotta convince someone to part with their ch their money and the first money in which you do a lot of is about believing in the first. So faking it till you make it is hard. Now you, the data's there, you either have it cloud native, you either have the adaption or traction. So honesty is a big part of that pitch. You can't fake it. Oh, >>AB absolutely. You know, there used to be this concept of like the persona of an entrepreneur, right. And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. And I still think that that's important, right. It still is a human need for people to believe in narratives and stories. Yeah. But having said that you're right. The proof is in the pudding, right. At some point you click download and you try the product and it does what it says it's gonna, it's gonna do, or it doesn't, or it either stands up to the load test or it doesn't. And so I, I feel like in this new economy, that're, we live in really, it's a shift from maybe the storytellers and the creators to, to the builders, right. The people that know how to build great product. And in some ways the people that can build great product yeah. Stand out from the crowd. And they're the ones that can build communities around their products. And, you know, in some ways can, um, you know, kind of own more of the narrative because their product begin for exactly >>The volume you back to the user led growth. >>Exactly. And it's the religion of, I just love your product. Right. And I, I, I, um, Doug song is the founder of du security used to say, Hey, like, you know, the, the really like in today's world of like consumption based software, like the user is only gonna give you 90 seconds to figure out whether or not you're a company that's easy to do business with for right. And so you can say, and do all the things that you want about how easy you are to work with. But if the product isn't easy to install, if it's not easy to try, if it's not, if, if the it's gotta speak to the, >>Exactly. Speak to the user. But let me ask a question now that for the people watching, who are maybe entrepreneurial entre entrepreneurs, um, masterclass here is in session. So I have to ask you, do you prefer, um, an entrepreneur to come in and say, look at John. Here's where I'm at. Okay. First of all, storytelling's fine. Whether you're an extrovert or introvert, have your style, sell the story in a way that's authentic, but do you, what do you prefer to say? Here's where I'm at? Look, I have an idea. Here's my traction. I think here's my MVP prototype. I need help. Or do you wanna just see more stats? What's the, what's the preferred way that you like to see entrepreneurs come in and engage? >>There's tons of different styles, man. I think the single most important thing that every founder should know is that we, we don't invest in what things are today. We invest in what we think will become, right. And I think that's why we all get up in the morning and try to build something different, right? It's that we see the world a different way. We want it to be a different way, and we wanna work every single moment of the day to try to make that vision a reality. So I think the more that you can show people where you want to be, the more likely somebody is gonna to align with your vision and, and want to invest in you and wanna be along for the ride. So I, I wholeheartedly believe in showing off what you got today, because eventually we all get down to like, where are we and what are we gonna do together? But, um, no, I, you gotta show the path. I think the single most important thing for any founder and VC relationship is that they have the same vision. Uh, if you have the same vision, you can, you can get through bumps in the road, you can get through short term spills. You can all sorts of things in the middle of the journey can happen. Yeah. But it doesn't matter as much if you share the same long term vision, >>Don't flake out and, and be fashionable with the, the latest trends because it's over before you even get there. >>Exactly. I think many people that, that do what we do for a living will say, you know, ultimately the future is relatively easy to predict, but it's the timing that's impossible to predict. So you, you know, you sort of have to balance the, you know, we, we know that the world is going this way and therefore we're gonna invest a lot of money to try to make this a reality. Uh, but sometimes it happens ins six months. Sometimes it takes six years. Sometimes it takes 16 years. Uh, >>What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at right now with Tebel partners, Tebel dot your site. What's the big wave. What's your big >>Wave. There there's three big trends that we invest in. And then the, the only things we do day in day out one is the explosion at open source software. So I think many people think that all software is unquestionably moving to an open source model in some form or another yeah. Tons of reasons to debate whether or not that is gonna happen an alwa timeline happening forever, but it is, it is accelerating faster than we've ever seen. So I, I think it's its one big mass of wave that we continue to ride. Um, second is the rise of data engineering. Uh, I think data engineering is in and of itself now a category of software. It's not just that we store data. It's now we move data and we develop applications on data. And, uh, I think data is in and of itself as big of a market as any of the other markets that we invest in. Uh, and finally it's the gift that keeps on giving. I've spent my entire career in it. We still feel that security is a market that is underinvested. It is, it continues to be the place where people need to continue to invest and spend more money. Yeah. Uh, and those are the three major trends that we run >>And security, you think we all need a do over, right? I mean, do we need a do over in security or is what's the core problem? I, >>I, I keep using this word underinvested because I think it's the right way to think about the problem. I think if you, I think people generally speaking, look at cyber security as an add-on. Yeah. But if you think about it, the whole like economy is moving online. And so in, in some ways like security is core to protecting the digital economy. And so it's, it shouldn't be an afterthought, right? It should be core to what everyone is doing. And that's why I think relative to the trillions of dollars that are at stake, uh, I believe the market size for cybersecurity is around 150 billion and it still is a fraction of what >>We're, what we're and even boom is booming now. So you get the convergence of national security, geopolitics, internet digital >>That's right. You mean arguably, right. Arguably again, it's the area of the world that people should be spending more time and more money given what to stake. >>I love your thesis. I gotta, I gotta say you gotta love your firm. Love who you're doing. We're big supporters of your mission. Congrat is on your entrepreneurial venture. And uh, we'll be, we'll be talking and maybe see a Cuban. Uh, >>Absolutely >>Not. Certainly EU maybe even north America's in Detroit this year. >>Huge fan of what you guys are doing here. Thank you so much for helping me on the show. >>Des bell VC Johnson here on the cube. Check him out. Founder for founders here on the cube, more coverage from San Francisco, California, after the short break, stay with us. Hey everyone. Welcome to the cue here. Live in San Francisco, California for AWS summit, 2022 we're live we're back with events. Also we're virtual. We got hybrid all kinds of events. This year, of course, 80% summit in New York city is happening this summer. We'll be there with the cube as well. I'm John. Again, John host of the cube. Got a great guest here. Justin Colby, owner and CEO of innovative solutions they booth is right behind us. Justin, welcome to the cube. >>Thank you. Thank you for having me. >>So we're just chatting, uh, off camera about some of the work you're doing. You're the owner of and CEO. Yeah. Of innovative. Yeah. So tell us the story. What do you guys do? What's the elevator pitch. Yeah. >><laugh> so the elevator pitch is we are, uh, a hundred percent focused on small to midsize businesses that are moving to the cloud or have already moved to the cloud and really trying to understand how to best control, cost, security, compliance, all the good stuff, uh, that comes along with it. Um, exclusively focused on AWS and, um, you know, about 110 people, uh, based in Rochester, New York, that's where our headquarters is. But now we have offices down in Austin, Texas up in Toronto, uh, Canada, as well as Chicago. Um, and obviously in New York, uh, you know, the, the business was never like this, uh, five years ago, um, founded in 1989, made the decision in 2018 to pivot and go all in on the cloud. And, uh, I've been a part of the company for about 18 years, bought the company about five years ago. And it's been a great ride. >>It's interesting. The manages services are interesting with cloud cause a lot of the heavy liftings done by AWS. So we had Matt on your team on earlier talking about some of the edge stuff. Yeah. But you guys are a managed cloud service. You got cloud advisory, you know, the classic service that's needed, but the demands coming from cloud migrations and application modernization and obviously data is a huge part of it. Huge. How is this factoring into what you guys do and your growth cuz you guys are the number one partner on the SMB side for edge. Yeah. For AWS, you got results coming in. Where's the, where's the forcing function. What's the pressure point. What's the demand like? Yeah. >>It's a great question. Every CEO I talk to, that's a small to mid-size business. I'll try and understand how to leverage technology better to help either drive a revenue target for their own business, uh, help with customer service as so much has gone remote now. And we're all having problems or troubles or issues trying to hire talent. And um, you know, tech is really at the, at the forefront and the center of that. So most customers are coming to us and they're like, listen, we gotta move to the out or we move some things to the cloud and we want to do that better. And um, there's this big misnomer that when you move to the cloud, you gotta automatically modernize. Yeah. And what we try to help as many customers understand as possible is lifting and shifting, moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. And then, uh, progressively working through a modernization strategy is always the better approach. And so we spend a lot of time with small to midsize businesses who don't have the technology talent on staff to be able to do >>That. Yeah. They want to get set up. But the, the dynamic of like latency is huge. We're seeing that edge product is a big part of it. This is not a one-off happening around everywhere. It is. And it's not, it's manufacturing, it's the physical plant or location >>Literally. >>And so, and you're seeing more IOT devices. What's that like right now from a challenge and problem statement standpoint, are the customers, not staff, is the it staff kind of old school? Is it new skills? What's the core problem you guys solve >>The SMB space. The core issue nine outta 10 times is people get enamored with the latest and greatest. And the reality is not everything that's cloud based. Not all cloud services are the latest and greatest. Some things have been around for quite some time and are hardened solutions. And so, um, what we try to do with technology staff that has additional on-prem, uh, let's just say skill sets and they're trying to move to a cloud-based workload is we try to help those customers through education and through some practical, let's just call it use case. Um, whether that's a proof of concept that we're doing or whether that's, we're gonna migrate a small workload over, we try to give them the confidence to be able to not, not necessarily go it alone, but to, to, to have the, uh, the Gusto and to really have the, um, the, the opportunity to, to do that in a wise way. Um, and what I find is that most CEOs that I talk to, yeah, they're like, listen, the end of the day, I'm gonna be spending money in one place or another, whether that's OnPrem or in the cloud. I just want to know that I'm doing that in a way that helps me grow as quickly as possible status quo. I think every, every business owner knows that COVID taught us anything that status quo is, uh, is, is no. No. Good. >>How about factoring in the, the agility and speed equation? Does that come up a lot? It >>Does. I think, um, I think there's also this idea that if, uh, if we do a deep dive analysis and we really take a surgical approach to things, um, we're gonna be better off. And the reality is the faster you move with anything cloud based, the better you are. And so there's this assumption that we gotta get it right the first time. Yeah. In the cloud, if you start the, on your journey in one way, and you realize midway that it's not the right, let's just say the right place to go. It's not like buying a piece of iron that you put in the closet and now you own it in the cloud. You can turn those services on and off. It's a, gives you a much higher density for making decisions and failing >>Forward. Well actually shutting down the abandoning, the projects that early and not worrying about it, you got it. I mean, most people don't abandon stuff cuz they're like, oh, I own it. >>Exactly. >>And they get, they get used to it. Like, and then they wait too long. >>That's exactly. Yeah. >>Frog and boiling water as we used to say so, oh, it's a great analogy. So I mean this, this is a dynamic that's interesting. I wanna get more thoughts on it because like I'm a, if I'm a CEO of a company, like, okay, I gotta make my number. Yeah. I gotta keep my people motivated. Yeah. And I gotta move faster. So this is where you guys come in. I get the whole thing. And by the way, great service, um, professional services in the cloud right now are so hot because so hot, you can build it and then have option optionality. You got path decisions, you got new services to take advantage of. It's almost too much for customers. It is. I mean, everyone I talk to at reinvent, that's a customer. Well, how many announcements did Andy jazzy announcer Adam, you know, five, a thousand announcement or whatever they did with huge amounts. Right. Keeping track of it all. Oh, is huge. So what's the, what's the, um, the mission of, of your company. How does, how do you talk to that alignment? Yeah. Not just product. I can get that like values as companies, cuz they're betting on you and your people. >>They are, they are >>The values. >>Our mission is, is very simple. We want to help every small to mid-size business, leverage the power of the cloud. Here's the reality. We believe wholeheartedly. This is our vision that every company is going to become a technology company. So we go to market with this idea that every customer's trying to leverage the power of the cloud in some way, shape or form, whether they know it or don't know it. And number two, they're gonna become a tech company in the pro of that because everything is so tech-centric. And so when you talk about speed and agility, when you talk about the, the endless options and the endless permutations of solutions that a customer can buy in the cloud, how are you gonna ask a team of one or two people in your it department to make all those decisions going it alone or trying to learn it as you go, it only gets you so far working with a partner. >>I'll just give you some perspective. We work with about a thousand small to midsize business customers. More than 50% of those customers are on our managed services. Meaning know that we have their back and we're the safety net. So when a customer is saying, all right, I'm gonna spend a couple thousand dollars a month in the cloud. They know that that bill, isn't gonna jump to $10,000 a month going on loan. Who's there to help protect that. Number two, if you have a security posture and let's just say you're high profile and you're gonna potentially be more vulnerable to security attack. If you have a partner that's offering you some managed services. Now you, again, you've got that backstop and you've got those services and tooling. We, we offer, um, seven different products that are part of our managed services that give the customer the tooling, that for them to go out and buy on their own for a customer to go out today and go buy a new Relic solution on their own, it would cost 'em a fortune. If >>It's training alone would be insane. A risk factor not mean the cost. Yes, absolutely. Opportunity cost is huge, >>Huge, absolutely enormous training and development. Something. I think that is often, you know, it's often overlooked technologists. Typically they want to get their skills up. Yeah. They, they love to get the, the stickers and the badges and the pins, um, at innovative in 2018, when, uh, when we made the decision to go all on the club, I said to the organization, you know, we have this idea that we're gonna pivot and be aligned with AWS in such a way that it's gonna really require us all to get certified. My executive assistant at the time looks at me. She said, even me, I said, yeah, even you, why can't you get certified? Yeah. And so we made, uh, a conscious decision. It wasn't requirement isn't today to make sure everybody in the company has the opportunity to become certified. Even the people that are answering the phones at the front desk >>And she could be running the Kubernetes clusters. I >>Love it. It's amazing. So I'll tell you what, when that customer calls and they have a real Kubernetes issue, she'll be able to assist and get the right >>People involved. And that's a cultural factor that you guys have. So, so again, this is back to my whole point about SMBs and BIS is in general, small and large. It staffs are turning over the gen Z and millennials are in the workforce. They were provisioning top of rack switches. Right. First of all. And so if you're a business, there's also the, I call the build out, um, uh, return factor, ROI piece. At what point in time as an owner or SMB, do I get the why? Yeah. I gotta hire a person to manage it. That person's gonna have five zillion job offers. Yep. Uh, maybe who knows? Right. I got cyber security issues. Where am I gonna find a cyber person? Yeah. A data compliance. I need a data scientist and a compliance person. Right. Maybe one in the same. Right. Good luck. Trying to find a data scientist. Who's also a compliance person. Yep. And the list goes on. I can just continue. Absolutely. I need an SRE to manage the, the, uh, the sock report and we can pen test. Right. >>Right. >>These are, these are >>Like critical issues. This >>Is just like, these are the table stakes. >>Yeah. And, and every, every business owner's thinking about this, that's, >>That's what, at least a million in bloating, if not three or more Just to get that going. Yeah. Then it's like, where's the app. Yeah. So there's no cloud migration. There's no modernization on the app side now. Yeah. No. And nevermind AI and ML. That's >>Right. That's right. So to try to go it alone, to me, it's hard. It's incredibly difficult. And the other thing is, is there's not a lot of partners, so the partner, >>No one's raising their hand boss. I'll do all that exactly. In the it department. >>Exactly. >>Like, can we just call up, uh, you know, our old vendor that's >>Right. <laugh> right. Our old vendor. I like >>It, >>But that's so true. I mean, when I think about how, if I were a business owner starting a business today and I had to build my team, um, and the amount of investment that it would take to get those people skilled up and then the risk factor of those people now having the skills and being so much more in demand and being recruited away, that's a real, that's a real issue. And so how you build your culture around that is, is very important. And it's something that we tell, talk about every, with every one of our small to mid-size >>Businesses. So just, I wanna get, I want to get your story as CEO. Okay. Take us through your journey. You said you bought the company and your progression to, to being the owner and CEO of innovative yeah. Award winning guys doing great. Uh, great bet on a good call. Yeah. Things are good. Tell your story. What's your journey? >>It's real simple. I was, uh, I was a sophomore at the Rochester Institute of technology in 2003. And, uh, I knew that I, I was going to school for it and I, I knew I wanted to be in tech. I didn't know what I wanted to do, but I knew I didn't wanna code or configure routers and switches. So I had this great opportunity with the local it company that was doing managed services. We didn't call it at that time innovative solutions to come in and, uh, jump on the phone and dial for dollars. I was gonna cold call and introduce other, uh, small to midsize businesses locally in Rochester, New York go to Western New York, um, who innovative was now. We were 19 people at the time. And I came in, I did an internship for six months and I loved it. I learned more in those six months that I probably did in my first couple of years at, uh, at RT long story short. >>Um, for about seven years, I worked, uh, to really help develop, uh, sales process and methodology for the business so that we could grow and scale. And we grew to about 30 people. And, um, I went to the owners at the time in 2010 and I was like, Hey, on the value of this business and who knows where you guys are gonna be another five years, what do you think about making me an owner? And they were like, listen, you got long ways before you're gonna be an owner, but if you stick it out in your patient, we'll, um, we'll work through a succession plan with you. And I said, okay, there were four other individuals at the time that were gonna also buy into the business with me. >>And they were the owners, no outside capital, none >>Zero, well, 2014 comes around. And, uh, the other folks that were gonna buy into the business with me that were also working at innovative for different reasons, they all decided that it wasn't for them. One started a family. The other didn't wanna put capital in. Didn't wanna write a check. Um, the other had a real big problem with having to write a check. If we couldn't make payroll, I'm like, well, that's kind of like if we're owners, we're gonna have to like cover that stuff. <laugh> so >>It's called the pucker factor. >>Exactly. So, uh, I sat down with the CEO in early 2015, and, uh, we made the decision that I was gonna buy the three partners out, um, go through an early now process, uh, coupled with, uh, an interesting financial strategy that wouldn't strap the business, cuz they cared very much. The company still had the opportunity to keep going. So in 2016 I bought the business, um, became the sole owner. And, and at that point we, um, we really focused hard on what do we want this company to be? We had built this company to this point. Yeah. And, uh, and by 2018 we knew that pivoting going all in on the cloud was important for us and we haven't looked back. >>And at that time the proof points were coming clearer and clearer 2012 through 15 was the early adopters, the builders, the startups and early enterprises. Yes. The capital ones of the world. Exactly. And those kinds of big enterprises, the GA I don't wanna say gamblers, but ones that were very savvy. The innovators, the FinTech folks. Yep. The hardcore glass eating enterprises >>Agreed, agreed to find a small to mid-size business, to migrate completely to the cloud as, as infrastructure was considered. That just didn't happen as often. Um, what we were seeing where a lot of our small to mid-size as customers, they wanted to leverage cloud-based backup or they wanted to leverage a cloud for disaster recovery because it lent itself. Well, early days, our most common cloud customer though, was the customer that wanted to move messaging and collaboration, the Microsoft suite to the cloud. And a lot of 'em dipped their toe in the water. But by 2017 we knew infrastructure was around the corner. Yeah. And so, uh, we only had two customers on AWS at the time. Um, and we, uh, we, we made the decision to go all in >>Justin. Great to have you on the cube. Thank you. Let's wrap up. Uh, tell me the hottest product that you have. Is it migrations? Is it the app modernization? Is it data? What's the hot product and then put a plug in for the company. Awesome. >>So, uh, there's no question. Every customer is looking to migrate workloads and try to figure out how to modernize for the future. We have very interesting, sophisticated yet elegant funding solutions to help customers with the cash flow, uh, constraints that come along with those migrations. So any SMB that's thinking about migrating to the cloud, they should be talking innovative solutions. We know how to do it in a way that allows those customers not to be cash strap and gives them an opportunity to move forward in a controlled, contained way so that they can modernize. >>So like insurance, basically for them not insurance class in the classic sense, but you help them out on the, on the cash exposure. >>Absolutely. We are known for that and we're known for being creative with those customers and being empathetic to where they are in their journey. >>And that's the cloud upside is all about doubling down on the variable wind. That's right. Seeing the value and Ling down on it. Absolutely not praying for it. Yeah. <laugh> all right, Justin. Thanks for coming on. You really appreciate it. >>Thank you very much for having me. >>Okay. This is the cube coverage here live in San Francisco, California for AWS summit, 2022. I'm John for your host. Thanks for watching. We're back with more great coverage for two days after this short break, >>Live on the floor and see San Francisco for a AWS summit. I'm John ferry, host of the cube here for the next two days, getting all the action we're back in person. We're at a AWS reinvent a few months ago. Now we're back. Events are coming back and we're happy to be here with the cube. Bring all the action. Also virtual. We have a hybrid cube. Check out the cube.net, Silicon angle.com for all the coverage. After the event. We've got a great guest ticking off here. Matthew Park, director of solutions, architecture with innovation solutions. The booth is right here. Matthew, welcome to the cube. >>Thank you very much. I'm glad to be >>Here. So we're back in person. You're from Tennessee. We were chatting before you came on camera. Um, it's great to have to be back through events. >>It's amazing. This is the first, uh, summit I've been to and what two, three years. >>It's awesome. We'll be at the UHS summit in New York as well. A lot of developers and a big story this year is as developers look at cloud going distributed computing, you got on premises, you got public cloud, you got the edge. Essentially the cloud operations is running everything dev sec ops, everyone kind of sees that you got containers, you got Kubernetes, you got cloud native. So the game is pretty much laid out mm-hmm <affirmative> and the edge is with the actions you guys are number one, premier partner at SMB for edge. >>That's right. >>Tell us about what you guys doing at innovative and, uh, what you do. >>That's right. Uh, so I'm the director of solutions architecture. Uh, me and my team are responsible for building out the solutions that are around, especially the edge public cloud for us edge is anything outside of an AWS availability zone. Uh, we are deploying that in countries that don't have AWS infrastructure in region. They don't have it. Uh, give an example, uh, example would be Panama. We have a customer there that, uh, needs to deploy some financial tech and compute is legally required to be in Panama, but they love AWS and they want to deploy AWS services in region. Uh, so they've taken E EKS anywhere. We've put storage gateway and, uh, snowball, uh, in region inside the country and they're running their FinTech on top of AWS services inside Panama. >>You know, it's interesting, Matthew is that we've been covering a, since 2013 with the cube about their events. And we watched the progression and jazzy was, uh, was in charge and became the CEO. Now Adam's in charge, but the edge has always been that thing they've been trying to avoid. I don't wanna say trying to avoid, of course, Amazon would listen to the customers. They work backwards from the customer. We all know that. Uh, but the real issue was they were they're bread and butters EC two and S three. And then now they got tons of services and the cloud is obviously successful and seeing that, but the edge brings up a whole nother level. >>It does computing. It >>Does. That's not centralized in the public cloud now they got regions. So what is the issue at the edge what's driving the behavior. Outpost came out as a reaction to competitive threats and also customer momentum around OT, uh, operational technologies. And it merging. We see that the data at the edge, you got 5g having. So it's pretty obvious, but there's a slow transition. What was the driver for the edge? What's the driver now for edge action for AWS >>Data is the driver for the edge. Data has gravity, right? And it's pulling compute back to where the customer's generating that data and that's happening over and over again. You said it best outpost was a reaction to a competitive situation where today we have over 15 AWS edge services and those are all reactions to things that customers need inside their data centers on location or in the field like with media companies. >>Outpost is interesting. We always used to riff on the cube cause it's basically Amazon and a box pushed in the data center, running native, all the stuff, but now cloud native operations are kind of becoming standard. You're starting to see some standard Deepak syncs. Group's doing some amazing work with open source Rauls team on the AI side, obviously, uh, you got SW, he was giving the keynote tomorrow. You got the big AI machine learning big part of that edge. Now you can say, okay, outpost, is it relevant today? In other words, did outpost do its job? Cause EKS anywhere seems to be getting a lot of momentum. You see local zones, the regions are kicking ass for Amazon. This edge piece is evolving. What's your take on EKS anywhere versus say outpost? >>Yeah, I think outpost did its job. It made customers that were looking at outpost really consider, do I wanna invest in this hardware? Do I, do I wanna have, um, this outpost in my data center, do I want to manage this over the long term? A lot of those customers just transitioned to the public cloud. They went into AWS proper. Some of those customers stayed on prem because they did have use cases that were, uh, not a good fit for outposts. They weren't a good fit. Uh, in the customer's mind for the public AWS cloud inside an availability zone. Now what's happening is as AWS is pushing these services out and saying, we're gonna meet you where you are with 5g. We're gonna meet you where you are with wavelength. We're gonna meet you where you are with EKS anywhere. Uh, I think it has really reduced the amount of times that we have conversations about outposts and it's really increased. We can deploy fast. We don't have to spin up outpost hardware. We can go deploy EKS anywhere or in your VMware environment. And it's increasing the speed of adoption >>For sure. Right? So you guys are making a lot of good business decisions around managed cloud service. That's right. Innovative as that you get the cloud advisory, the classic professional services for the specific edge piece and, and doing that outside of the availability zones and regions for AWS, um, customers in, in these new areas that you're helping out are, they want cloud, like they want to have modernization a modern applications. Obviously they got data machine learning and AI, all part of that. What's the main product or, or, or gap that you're filling for AWS, uh, outside of their availability zones or their regions that you guys are delivering. What's the key is it. They don't have a footprint. Is it that it's not big enough for them? What's the real gap. What's why, why are you so successful? >>So what customers want when they look towards the cloud is they want to focus on, what's making them money as a business. They want on their applications. They want to focus on their customers. So they look towards AWS cloud and say, AWS, you take the infrastructure. You take, uh, some of the higher layers and we'll focus on our revenue generating business, but there's a gap there between infrastructure and revenue generating business that innovative slides into, uh, we help manage the AWS environment. Uh, we help build out these things in local data centers for 32 plus year old company. We have traditional on-premises people that know about deploying hardware that know about deploying VMware to host EKS anywhere. But we also have most of our company totally focused on the AWS cloud. So we're filling that gap in helping of these AWS services, manage them over the long term. So our customers can go to just primarily and totally focusing on their revenue generating business. So >>Basically you guys are basically building AWS edges, >>Correct? >>For correct companies, correct? Mainly because the, the needs are there, you got data, you got certain products, whether it's, you know, low latency type requirements, right. And then they still work with the regions, right. It's all tied together, right. Is that how it works? Right. >>And, and our customers, even the ones in the edge, they also want us to build out the AWS environment inside the availability zone, because we're always gonna have a failback scenario. If we're gonna deploy FinTech in the Caribbean, we talk about hurricanes and we're gonna talk about failing back into the AWS availability zones. So innovative is filling that gap across the board, whether it be inside the AWS cloud or on the AWS edge. >>All right. So I gotta ask you on the, since you're at the edge in these areas, I won't say underserved, but developing areas where you now have data and you have applications that are tapping into that, that required. It makes total sense. We're seeing that across the board. So it's not like it's, it's an outlier it's actually growing. Yeah. There's also the crypto angle. You got the blockchain. Are you seeing any traction at the edge with blockchain? Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech. And in, in the islands there a lot of, lot of, lot of web three happening. What's your, what's your view on the web three world right now, relative >>To we, we have some customers actually deploying crypto, especially, um, especially in the Caribbean. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers that are deploying crypto. A lot of, uh, countries are choosing crypto to underlie parts of their central banks. Yeah. Um, so it's, it's up and coming a, uh, I, I have some, you know, personal views that, that crypto is still searching for a use case. Yeah. And, uh, I think it's searching a lot and, and we're there to help customers search for that use case. Uh, but, but crypto, as a, as a, uh, technology, um, lives really well on the AWS edge. Yeah. Uh, and, and we're having more and more people talk to us about that. Yeah. And ask for assistance in the infrastructure, because they're developing new cryptocurrencies every day. Yeah. It's not like they're deploying Ethereum or anything specific. They're actually developing new currencies and, and putting them out there on it's >>Interesting. I mean, first of all, we've been doing crypto for many, many years. We have our own little, um, you know, projects going on. But if you look talk to all the crypto people that say, look, we do a smart concept. We use the blockchain. It's kind of over a lot of overhead and it's not really their technical already, but it's a cultural shift, but there's underserved use cases around use of money, but they're all using the blockchain, just for this like smart contracts for instance, or certain transactions. And they go into Amazon for the database. Yeah. <laugh> they all don't tell anyone we're using a centralized service, but what happened to decentralized. >>Yeah. And that's, and that's the conversation performance issue. Yeah. And, and it's a cost issue. Yeah. And it's a development issue. Um, so I think more and more as, as some of these, uh, currencies maybe come up, some of the smart contracts get into, uh, they find their use cases. I think we'll start talking about how does that really live on, on AWS and, and what does it look like to build decentralized applications, but with AWS hardware and services. >>Right. So take me through, uh, a use case of a customer, um, Matthew around the edge. Okay. So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. I want to modernize my business. And I got my developers that are totally peaked up on cloud. Um, but we've identified that it's just a lot of overhead latency issues. I need to have a local edge and serve my ad. And I also want all the benefit of the cloud. So I want the modernization and I wanna migrate to the cloud for all those cloud benefits and the goodness of the cloud. What's the answer. Yeah. >>Uh, big thing is, uh, industrial manufacturing, right? That's, that's one of the best use cases, uh, inside industrial manufacturing, we can pull in many of the AWS edge services we can bring in, uh, private 5g, uh, so that all the, uh, equipment inside that, that manufacturing plant can be hooked up. They don't have to pay huge overheads to deploy 5g it's, uh, better than wifi for the industrial space. Um, when we take computing down to that industrial area, uh, because we wanna do pre-procesing on the data. Yeah. We want to gather some analytics. We deploy that with, uh, regular commercial available hardware running VMware, and we deploy EKS anywhere on that. Uh, inside of that manufacturing plant, uh, we can do pre-procesing on things coming out of the, uh, the robotics that depending on what we're manufacturing, right. Uh, and then we can take those refined analytics and for very low cost with maybe a little bit longer latency transmit those back, um, to the AWS availability zone, the, the standard for >>Data, data lake, or whatever, to >>The data lake. Yeah. Data lake house, whatever it might be. Um, and we can do additional data science on that once it gets to the AWS cloud. Uh, but a lot of that, uh, just in time business decisions, just in time, manufacturing decisions can all take place on an AWS service or services inside that manufacturing plant. And that's, that's one of the best use cases that we're >>Seeing. And I think, I mean, we've been seeing this on the queue for many, many years, moving data around is very expensive. Yeah. But also compute going to the data that saves that cost yep. On the data transfer also on the benefits of the latency. So I have to ask you, by the way, that's standard best practice now for the folks watching don't move the data, unless you have to, um, those new things are developing. So I wanna ask you what new patterns are you seeing emerging once this new architecture's in place? Love that idea, localize everything right at the edge, manufacturing, industrial, whatever, the use case, retail, whatever it is. Right. But now what does that change in the, in the core cloud? This is a, there's a system element here. Yeah. What's the new pattern. There's >>Actually an organizational element as well, because once you have to start making the decision, do I put this compute at the point of use or do I put this compute in the cloud out? Uh, now you start thinking about where business decisions should be taking place. Uh, so not only are you changing your architecture, you're actually changing your organization because you're thinking, you're thinking about a dichotomy you didn't have before. Uh, so now you say, okay, this can take place here. Uh, and maybe maybe decision can wait. Right? Yeah. Uh, and then how do I visualize that? By >>The way, it could be a bot too, doing the work for management. Yeah. <laugh> exactly. You got observability going, right. But you gotta change the database architecture on the back. So there's new things developing. You've got more benefit. There >>Are, there are. And, and we have more and more people that, that want to talk less about databases and want to talk more about data lakes because of this. They want to talk more about customers are starting to talk about throwing away data, uh, you know, for the past maybe decade. Yeah. It's been store everything. And one day we will have a data science team that we hire in our organization to do analytics on this decade of data. And >>Well, I mean, that's, that's a great point. We don't have time to drill into, maybe we do another session on this, but the one pattern was income of the past year is that throwing away data's bad. Even data lakes that so-called turn into data swamps, actually, it's not the case. You look at data, brick, snowflake, and other successes out there. And even time series data, which may seem irrelevant efforts over actually matters when people start retrain their machine learning algorithms. Yep. So as data becomes code, as we call it our lab showcase, we did a whole, whole, that event on this. The data's good in real time and in the lake. Yeah. Because the iteration of the data feeds the machine learning training. Things are getting better with the old data. So it's not throw away. It's not just business benefits. Yeah. There's all kinds of new scale. There >>Are. And, and we have, uh, many customers that are run petabyte level. Um, they're, they're essentially data factories on, on, uh, on premises, right? They're, they're creating so much data and they're starting to say, okay, we could analyze this, uh, in the cloud, we could transition it. We could move petabytes of data to the AWS cloud, or we can run, uh, computational workloads on premises. We can really do some analytics on this data transition, uh, those high level and sort of raw analytics back to AWS run 'em through machine learning. Um, and we don't have to transition 10, 12 petabytes of data into AWS. >>So I gotta end the segment on a, on a kind of a, um, fun note. I was told to ask you about your personal background on premise architect, a cloud and skydiving instructor. <laugh> how does that all work together? What tell, what does this mean? Yeah. >>Uh, you >>Jumped out a plane and got a job. You, you got a customer to jump out >>Kind of. So I was jump, I was teaching Scott eing, uh, before I, before I started in the cloud space, this was 13, 14 years ago. I was a, I still am a Scott I instructor. Yeah. Uh, I was teaching Scott eing and I heard out of the corner of my ear, uh, a guy that owned an MSP that was lamenting about, um, you know, storing data and, and how his cus customers are working. And he can't find enough people to operate all these workloads. So I walked over and said, Hey, this is, this is what I went to school for. Like, I'd love to, you know, uh, I was living in a tent in the woods teaching scout. I think I was like, I'd love to not live in a tent in the woods. So, uh, uh, I started in the first day there, uh, we had a, a discussion, uh, EC two, just come out <laugh> um, and, uh, like, >>This is amazing. >>Yeah. And so we had this discussion, we should start moving customers here. And, uh, and that totally revolutionized that business, um, that, that led to, uh, that that guy actually still owns a skydiving airport. But, um, but through all of that and through being an on premises migrated me and myself, my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, now let's take what we learned in the cloud and, and apply those lessons and those services to >>It's. So it's such a great story, you know, I was gonna, you know, you know, the, the, the, the whole, you know, growth mindset pack your own parachute, you know, uh, exactly. You know, the cloud in the early day was pretty much will the shoot open. Yeah. It was pretty much, you had to roll your own cloud at that time. And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. >>And so was Kubernetes by the way, 2015 or so when, um, when that was coming out, it was, I mean, it was, it was still, and I, maybe it does still feel like that to some people. Right. But, uh, it was, it was the same kind of feeling that we had in the early days, AWS, the same feeling we have when we >>It's pretty much now with you guys, it's more like a tandem jump. Yeah. You know, but, but it's a lot of, lot of this cutting edge stuff, like jumping out of an airplane. Yeah. You guys, the right equipment, you gotta do the right things. Exactly. >>Right. >>Matthew, thanks for coming on the cube. Really appreciate it. Absolutely great conversation. Thanks for having me. Okay. The cubes here live and San Francisco for summit. I'm John Forry host of the cube. Uh, we'll be at a summit in New York coming up in the summer as well. Look up for that. look@thiscalendarforallthecubeactionatthecube.net. We'll be right back with our next segment after this break. >>Okay. Welcome back everyone to San Francisco live coverage here, we're at the cube a be summit 2022. We're back in person. I'm John fury host to the cube. We'll be at the eight of his summit in New York city. This summer, check us out then. But right now, two days in San Francisco, getting all the coverage what's going on in the cloud, we got a cube alumni and friend of the cube, my dudes, car CEO, investor, a Sierra, and also an investor and a bunch of startups, angel investor. Gonna do great to see you. Thanks for coming on the cube. Good to see you. Good to see you, sir. Chris. Cool. How are, are you >>Good? How are you? >>So congratulations on all your investments. Uh, you've made a lot of great successes, uh, over the past couple years, uh, and your company raising, uh, some good cash as Sarah. So give us the update. How much cash have you guys raised? What's the status of the company product what's going on? First >>Of all, thank you for having me back to be business with you. Never great to see you. Um, so is a company started around four years back. I invested with a few of the investors and now I'm the CEO there. Um, we have raised close to a hundred million there. Uh, the investors are people like Norwes Menlo, Tru ventures, coast, lo ventures, Ram Sheam and all those people, all well known guys. The Andy Beckel chime, Paul Mo uh, main web. So a whole bunch of operating people and, uh, Silicon valley VCs are involved >>And has it come? >>It's going well. We are doing really well. We are going almost 300% year over year. Uh, for last three years, the space ISR is going after is what I call the applying AI for customer service. It operations, it help desk, uh, the same place I used to work at ServiceNow. We are partners with ServiceNow to take, how can we argument for employees and customers, Salesforce, and ServiceNow to take it to the next stage? >>Well, I love having you on the cube, Dave and I, Dave Valenti as well loves having you on too, because you not only bring the entrepreneurial CEO experience, you're an investor. You're like a GE, you're like a guest analyst. <laugh> >>You know who you >>Get to call this fun to talk. You though, >>You got the commentary, you, your, your finger on the pulse. Um, so I gotta ask you obviously, AI and machine learning, machine learning AI, or you want to phrase it. Isn't every application. Now, AI first, uh, you're seeing a lot of that going on. You're starting to see companies build the modern applications at the top of the stack. So the cloud scale has hit. We're seeing cloud scale. You predicted that we talked about on cube many times. Now you have that past layer with a lot more services and cloud native becoming a standard layer. Containerizations growing DACA just raised a hundred million on a 2 billion valuation back from the dead after they pivoted from an enterprise services. So open source developers are booming. Um, where's the action. I mean, is there data control, plane emerging, AI needs data. There's a lot of challenges around this. There's a lot of discussions and a lot of companies being funded, observability there's 10 million observability companies. Data is the key. What's your angle on this? What's your take. Yeah, >>No, look, I think I'll give you the view that I see right from my side. Obviously data is very clear. So the things that remember system of recorded you and me talked about the next layer is called system of intelligence. That's where the AI will play. Like we talk cloud NA it'll be called AI, NA AI native is a new buzzword and using the AI customer service it operations. You talk about observability. I call it, AIOps applying AOPs for good old it operation management, cloud management. So you'll see the AOPs applied for whole list of, uh, application from observability doing the CMDB, predicting the events insurance. So I see a lot of work clicking for AIOps and service desk. What needs to be helped us with ServiceNow BMC G you see a new ELA emerging as a system of intelligence. Uh, the next would be is applying AI with workflow automation. So that's where you'll see a lot of things called customer workflow, employee workflows. So think of what UI path automation, anywhere ServiceNow are doing, that area will be driven with a AI workflows. So you'll see AI going >>Off is RPA a company is AI, is RPA a feature of something bigger? Or can someone have a company on RPA UI pass? One will be at their event this summer? Um, is it a product company? I mean, I mean, RPA is almost, should be embedded in everything. It's >>A feature. It is very good point. Very, very good thinking. So one is, it's a category for sure. Like, as we thought, it's a category, it's an area where RPA may change the name. I call it much more about automation, workflow automation, but RPA and automation is a category. Um, it's a company, or, but that automation should be embedded in every area. Yeah. Like we call cloud NA and AI NATO it'll become automation. NA yeah. And that's your thinking. >>It's almost interesting me. I think about the, what you're talking about what's coming to mind is I'm kinda having flashbacks to the old software model of middleware. Remember at middleware, it was very easy to understand it. It was middleware. It sat between two things and then the middle, and it was software abstraction. Now you have all, all kinds of workflows, abstractions everywhere. So multiple databases, it's not a monolithic thing. Right? Right. So as you break that down, is this the new modern middleware? Because what you're talking about is data workflows, but they might be siloed or they integrated. I mean, these are the challenges. This is crazy. What's the, >>So don't about the databases become called poly databases. Yeah. I call this one polyglot automation. So you need automation as a layer, as a category, but you also need to put automation in every area like you were talking about. It should be part of service. Now it should be part of ISRA, like every company, every Salesforce. So that's why you see MuleSoft and Salesforce buying RPA companies. So you'll see all the SaaS companies, cloud companies having an automation as a core. So it's like how you have a database and compute and sales and networking. You'll also have an automation as a layer <inaudible> inside every stack. >>All right. So I wanna shift gears a little bit and get your perspective on what's going on behind us. You can see, uh, behind us, you've got the expo hall. We got, um, we're back to vents, but you got, you know, AMD, Clum, Ove, uh, Dynatrace data, dog, innovative, all the companies out here that we know, we interview them all. They're trying to be suppliers to this growing enterprise market. Right. Okay. But now you also got the entrepreneurial equation. Okay. We're gonna have John Sado on from Bel later today. He's a former NEA guy and we always talk to Jerry, Jen. We know all the, the VCs. What does the startups look like? What does the state of the, in your mind, cause you, I know you invest the entrepreneurial founder situation, clouds bigger. Mm-hmm <affirmative> global, right? Data's part of it. You mentioned data's code. Yes. Basically data is everything. What's it like for a first an entrepreneur right now who's starting a company. What's the white space. What's the attack plan. How do they get in the market? How do they engineer everything? >>Very good. So I'll give it to, uh, two things that I'm seeing out there. Remember leaders of Amazon created the startups 15 years back. Everybody built on Amazon now, Azure and GCP. The next layer would be is people don't just build on Amazon. They're going to build it on top of snowflake. Companies are snowflake becomes a data platform, right? People will build on snowflake. Right? So I see my old boss flagman try to build companies on snowflake. So you don't build it just on Amazon. You build it on Amazon and snowflake. Snowflake will become your data store. Snowflake will become your data layer. Right? So I think that's in the of, <inaudible> trying to do that. So if I'm doing observability AI ops, if I'm doing next level of Splunk SIM, I'm gonna build it on snowflake, on Salesforce, on Amazon, on Azure, et cetera. >>It's interesting. You know, Jerry Chan has it put out a thesis a couple months ago called castles in the cloud where your moat is, what you do in the cloud. Not necessarily in the, in the IP. Um, Dave LAN and I had last reinvent, coined the term super cloud, right? He's got a lot of traction and a lot of people throwing, throwing mud at us, but we were, our thesis was, is that what Snowflake's doing? What Goldman S Sachs is doing. You starting to see these clouds on top of clouds. So Amazon's got this huge CapEx advantage. And guys like Charles Fitzgeral out there, who we like was kind of shit on us saying, Hey, you guys terrible, they didn't get it. Like, yeah. I don't think he gets it, but that's a whole, can't wait to debate him publicly on this. <laugh> if he's cool. Um, but snowflake is on Amazon. Yes. Now they say they're on Azure now. Cause they've got a bigger market and they're public, but ultimately without a AWS snowflake doesn't exist. And, and they're reimagining the data warehouse with the cloud, right? That's the billion dollar opportunity. >>It is. It is. They both are very tight. So imagine what Frank has done at snowflake and Amazon. So if I'm a startup today, I want to build everything on Amazon where possible whatever is, I cannot build. I'll make the pass layer. Remember the middle layer pass will be snowflake. So can build it on snowflake. I can use them for data layer. If I really need to size, I'll build it on four.com Salesforce. So I think that's where you'll see. So >>Basically if you're an entrepreneur, the north star in terms of the outcome is be a super cloud. >>It is, >>That's the application on another big CapEx ride, the CapEx of AWS or cloud, >>And that reduce your product development, your go to market and you get use the snowflake marketplace to drive your engagement. >>Yeah. Yeah. How are, how is Amazon and the clouds dealing with these big whales? The snowflakes of the world? I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. Yeah. So, I mean, I'll say, I think got Redshift. Amazon has got red, um, but Snowflake's a big customer. They're probably paying AWS think big bills too. >>So John, very good. Cause it's like how Netflix is and Amazon prime, right. Netflix runs on Amazon, but Amazon has Amazon prime that co-option will be there. So Amazon will have Redshift, but Amazon is also partnering with, uh, snowflake to have native snowflake data warehouse as a data layer. So I think depending on the application use case, you have to use each of the above. I think snowflake is here for a long term. Yeah. Yeah. So if I'm building an application, I want to use snowflake then writing from stats. >>Well, I think that comes back down to entrepreneurial hustle. Do you have a better product? Right. Product value will ultimately determine it as long as the cloud doesn't, You know, foreclose your value that's right. But some sort of internal hack, but I think, I think the general question that I have is that I think it's okay to have a super cloud like that because the rising tide is still happening at some point. When does the rising tide stop >>And >>Do the people shopping up their knives, it gets more competitive or is it just an infinite growth cycle? I >>Think it's growth. You call it cloud scale. You invented the word cloud scale. So I think look, cloud will continually agree, increase. I think there's, as long as there are more movement from on, uh, OnPrem to the classical data center, I think there's no reason at this point, the rumor, the old lift and shift that's happening in like my business. I see people lift and shifting from the it operations. It helpless, even the customer service service now and, uh, ticket data from BMCs CAS like Microfocus, all those workloads are shifted to the cloud, right? So cloud ticketing system is happening. Cloud system of record is happening. So I think this train has still a long way to go made. >>I wanna get your thoughts for the folks watching that are, uh, enterprise buyers or practitioners, not suppliers to the market, feel free to, to XME or DMing. Next question's really about the buying side, which is if I'm a customer, what's the current, um, appetite for startup products. Cause you know, the big enterprises now and, you know, small, medium, large, and large enterprise are all buying new companies cuz a startup can go from zero to relevant very quickly. So that means now enterprises are engaging heavily with startups. What's it like what's is there a change in order of magnitude of the relationship between the startup selling to, or a growing startup selling to an enterprise? Um, have you seen changes there? I mean I'm seeing some stuff, but why don't we get your thoughts on that? What, no, it is. >>If I remember going back to our 2007 or eight, it, when I used to talk to you back then when Amazon started very small, right? We are an Amazon summit here. So I think enterprises on the average used to spend nothing with startups. It's almost like 0% or 1% today. Most companies are already spending 20, 30% with startups. Like if I look at a CIO line business, it's gone. Yeah. Can it go more? I think it can double in the next four, five years. Yeah. Spending on the startups. >>Yeah. And check out, uh, AWS startups.com. That's a site that we built for the startup community for buyers and startups. And I want to get your reaction because I reference the URL cause it's like, there's like a bunch of companies we've been promoting because the solutions that startups have actually are new stuff. Yes. It's bending, it's shifting left for security or using data differently or um, building tools and platforms for data engineering. Right. Which is a new persona that's emerging. So you know, a lot of good resources there, um, and gives back now to the data question. Now, getting back to your, what you're working on now is what's your thoughts around this new, um, data engineering persona, you mentioned AIOps, we've been seeing AIOps IOPS booming and that's creating a new developer paradigm that's right. Which we call coin data as code data as code is like infrastructure as code, but it's for data, right? It's developing with data, right? Retraining machine learnings, going back to the data lake, getting data to make, to do analysis, to make the machine learning better post event or post action. So this, this data engineers like an SRE for data, it's a new, scalable role we're seeing. Do you see the same thing? Do you agree? Um, do you disagree or can you share >>Yourself? No, I have a lot of thoughts that plus I see AIOP solutions in the future should be not looking back. I need to be like we are in San Francisco bay. That means earthquake prediction. Right? I want AOPs to predict when the outages are gonna happen. When there's a performance issue. I don't think most AOPs vendors have not gone there yet. Like I spend a lot of time with data dog, Cisco app Dyna, right? Dynatrace, all this solution will go future towards to proactive solution with AOPs. But what you bring up a very good point on the data side. I think like we have a Amazon marketplace and Amazon for startup, there should be data exchange where you want to create for AOPs and AI service that customers are give the data, share the data because we thought the data algorithms are useless. I can come the best algorithm, but I gotta train them, modify them, tweak them, make them better, make them better. Yeah. And I think their whole data exchange is the industry has not thought through something you and me talk many times. Yeah. Yeah. I think the whole, that area is very important. >>You've always been on, um, on the Vanguard of data because, uh, it's been really fun. Yeah. >>Going back to our big data days back in 2009, you know, >>Look at, look how much data bricks has grown. >>It is uh, double, the key >>Cloud kinda went private, so good stuff. What are you working on right now? Give a, give a, um, plug for what you're working on. You'll still investing. >>I do still invest, but look, I'm a hundred percent on ISRA right now. I'm the CEO there. Yeah. Okay. So right. ISRA is my number one baby right now. So I'm looking at that growing customers and my customers are some of them, you like it's zoom auto desk, Mac of fee, uh, grandchildren, all the top customers. Um, mainly for it help desk customer service. AIOps those are three product lines and going after enterprise and commercial deals. >>And when should someone buy your product? What's what's their need? What category is it? >>I think they look whenever somebody needs to buy the product is if you need AOP solution to predict, keep your lights on predict S one area. If you want to improve employee experience, you are using a slack teams and you want to automate all your workflows. That's another value problem. Third is customer service. You don't want to hire more people to do it. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service, >>Great stuff, man. Doing great to see you. Thanks for coming on. Congratulations on the success of your company and your investments. Thanks for coming on the cube. Okay. I'm John fur here at the cube live in San Francisco for day one of two days of coverage of 80 summit, 2022. And we're gonna be at 80 summit in San, uh, in New York and the summer. So look for that on this calendar, of course go to eight of us, startups.com. I mentioned that it's a site for all the hot startups and of course the cube.net and Silicon angle.com. Thanks for watching. We'll be back more coverage after this short break. >>Okay. Welcome back everyone. This to cubes coverage here in San Francisco, California, a Davis summit, 2022, the beginning of the event season, as it comes back a little bit smaller footprint, a lot of hybrid events going on, but this is actually a physical event, a summit new York's coming in the summer. We'll be there too with the cube on the set. We're getting back in the groove, psyched to be back. We were at reinvent, uh, as well, and we'll see more and more cube, but you're gonna see a lot of virtual cube, a lot of hybrid cube. We wanna get all those conversations, try to get more interviews, more flow going. But right now I'm excited to have Corey Quinn here on the back on the cube chief cloud economists with duck, bill groove, he founder, uh, and chief content person always got great angles, fun comedy, authoritative Corey. Great to see you. Thank you. >>Thanks. Coming on. Sure is a lot of words to describe as shit posting, which is how I describe what I tend to do. Most days, >>Shit posting is an art form now. And if you look at Mark's been doing a lot of shit posting lately, all a billionaires are shit posting, but they don't know how to do it. Like they're not >>Doing it right. Something opportunity there. It's like, here's how to be even more obnoxious and incisive. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, it's like, I get excited with a nonsense I can do with a $20 gift card for an AWS credit compared to, oh well, if I could buy a mid-size island to begin doing this from, oh, then we're having fun. This >>Shit posting trend. Interesting. I was watching a thread go on about, saw someone didn't get a job because of their shit posting and the employer didn't get it. And then someone on the other side, I'll hire the guy cuz I get that's highly intelligent shit posting. So for the audience that doesn't know what shit posting is, what is shit posting? >>It's more or less talking about the world of enterprise tech, which even that sentence is hard to finish without falling asleep and toppling out of my chair in front of everyone on the livestream. But it's doing it in such a way that brings it to life that says the quiet part. A lot of the audience is thinking, but generally doesn't say either because they're polite or not a jackass or more prosaically are worried about getting fired for better or worse. I don't have that particular constraint, >>Which is why people love you. So let's talk about what you, what you think is, uh, worthy and not worthy in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, you can see the growth of cloud native Amazons, all, all the Adams let see new CEO, Andy move on to be the chief of all. Amazon just saw him. The cover of was it time magazine. Um, he's under a lot of stress. Amazon's changed. Invoice has changed. What's working. What's not, what's rising, what's falling. What's hot. What's not, >>It's easy to sit here and criticize almost anything these folks do. They they're effectively in a fishbowl, but I have trouble imagining the logistics. It takes to wind up handling the catering for a relatively downscale event like this one this year, let alone running a 1.7 million employee company having to balance all the competing challenges and pressures and the rest. I, I just can't fathom what it would be like to look at all of AWS. It's, it's sprawling, immense that dominates our entire industry and say, okay, this is a good start, but I, I wanna focus on something with a broader remit. What is that? How do you even get into that position? And you can't win once you're there. All you can do is hold onto the tiger and hope you don't get mold. Well, >>There's a lot of force for good conversations, seeing a lot of that going on, Amazon's trying to port and he was trying to portray themselves as you know, the Pathfinder, you know, you're the pioneer, um, force for good. And I get that and I think that's a good angle as cloud goes mainstream. There's still the question of, we had a guy on just earlier, who was a skydiving instructor and we were joking about the early days of cloud. Like that was like skydiving, build a parachute open, you know, and now it same kind of thing. As you move to edge, things are like reliable in some areas, but still new, new fringe, new areas. That's crazy. Well, >>Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon and his backfill replacement. The AWS CISO is CJ. Moses who as a hobby races, a as a semi-pro race car driver to my understanding, which either, I don't know what direction to take that in either. This is what he does to relax or ultimately, or ultimately it's. Huh? That, that certainly says something about risk assessment. I'm not entirely sure what, but okay. Either way, sounds like more exciting >>Replacement ready <laugh> in case something goes wrong. I, the track highly >>Available >>CSOs. I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, which I was never a fan of until I watched that Netflix series. But when you look at the formula one, it's pretty cool. Cause it's got some tech angles, I get the whole data instrumentation thing, but the most coolest thing about formula one is they have these new rigs out. Yeah. Where you can actually race in e-sports with other, in pure simulation of the race car. You gotta get the latest and video graphics card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're basically simulating racing. >>Oh, it's great too. And I can see the appeal of these tech companies getting into it because these things are basically rocket shifts. When those cars go, like they're sitting there, we can instrument every last part of what is going on inside that vehicle. And then AWS crops up. And we can bill on every one of those dimensions too. And it's like slow down their hasty pudding one step at a time. But I do see the appeal. >>So I gotta ask you about, uh, what's going in your world. I know you have a lot of great success. We've been following you in the queue for many, many years. Got a great newsletter. Check out Corey Quinn's newsletter, uh, screaming in the cloud program. Uh, you're on the cutting edge and you've got a great balance between really being snarky and, and, and really being delivering content. That's exciting, uh, for people, uh, with a little bit of an edge, um, how's that going? Uh, what's back any blow back late there been uptick. What was, what are some of the things you're hearing from your audience, more Corey, more Corey. And then of course the, the PR team's calling you >>The weird thing about having an audience beyond a certain size is far and away as a landslide. The most common response I get is silence where it's high. I'm emailing an awful lot of people at last week in AWS every week and okay. They must not have heard me it. That is not actually true. People just generally don't respond to email because who responds to email newsletters. That sounds like something, a lunatic might do same story with response to live streams and podcasts. It's like, I'm gonna call into that am radio show and give them a piece of my mind. People generally don't do that. >>We should do that. Actually. I think sure would call in. Oh, I, >>I think >>Chief, we had that right now. People would call in and say, Corey, what do you think about X? >>Yeah. It not, everyone understands the full context of what I do. And in fact, increasingly few people do and that's fine. I, I keep forgetting that sometimes people do not see what I'm doing in the same light that I do. And that's fine. Blowback has been largely minimal. Honestly, I am surprised anything by how little I have gotten over the last five years of doing this, but it would be easier to dismiss me if I weren't generally. Right. When, okay, so you launch this new service and it seems pretty crappy to me cuz when I try and build something, it falls over and begs for help. And people might not like hearing that, but it's what customers are finding too. Yeah. I really am the voice of the customer. >>You know, I always joke with Dave ante about how John Fort's always at, uh, reinvent getting the interview with jazzy now, Andy we're there, you're there. And so we have these rituals at the events. It's all cool. Um, one of the rituals I like about your, um, your content is you like to get on the naming product names. Um, and, and, and, and, and kind of goof on that. Now why I like is because I used to work at ETT Packard where they used to name things as like engineers, HP 1 0 5, or we can't, >>We have a new monitor. How are we gonna name it? Throw the wireless keyboard down the stairs again. And there you go. Yeah. >>It's and the old joke at HP was if they, if they invented sushi, they'd say, yeah, we can't call sushi. It's cold, dead fish. That's what it is. And so the joke was cold. Dead fish is a better name than sushi. So you know is fun. So what's the, what are the, how's the Amazon doing in there? Have they changed their naming, uh, strategy, uh, on some of their, their >>Producting, they're going in different directions. When they named Amazon Aurora, they decided to explore a new theme of Disney princesses as they go down those paths. And some things are more descriptive. Some people are clearly getting bonused on a number of words. They can shove into it. Like the better a service is the longer it's name. Like AWS systems manager, session manager is a great one. I love the service, ridiculous name. They have systems manager, parameter store, which is great. They have secrets manager, which does the same thing. It's two words less, but that one costs money in a way that systems manage your parameter store does not. It's >>Fun. What's your, what's your favorite combination of acronyms >>Combination of you >>Got Ks. You got EMR, you got EC two. You got S three SQS. Well, Redshift the on an acronym, you >>Gots is one of my personal favorites because it's either elastic block store or elastic bean stock, depending entirely on the context of the conversation. >>They still up bean stalk. Or is that still around? Oh, >>They never turn anything off. They're like the anti Google, Google turns things off while they're still building it. Whereas Amazon is like, wow, we built this thing in 2005 and everyone hates it. But while we certainly can't change it, now it has three customers on it. John three <laugh>. >>Okay. >>Simple BV still haunts our dreams. >>I, I actually got an email. I saw one of my, uh, servers, all these C two S were being deprecated and I got an email I'm like, I couldn't figure out. Why can you just like roll it over? Why, why are you telling me just like, give me something else. Right. Okay. So let me talk about, uh, the other things I want to ask you is that like, okay. So as Amazon gets better in some areas, where do they need more work in your opinion? Because obviously they're all interested in new stuff and they tend to like put it out there for their end to end customers. But then they've got ecosystem partners who actually have the same product. Yes. And, and this has been well documented. So it's, it's not controversial. It's just that Amazon's got a database, Snowflake's got a database service. So Redshift, snowflake database is, so you got this co-op petition. Yes. How's that going? And what are you hearing about the reaction to any of that stuff? >>Depends on who you ask. They love to basically trot out a bunch of their partners who will say nice things about them. And it very much has heirs of, let's be honest, a hostage video, but okay. Cuz these companies do partner with Amazon and they cannot afford to rock the boat too far. I'm not partnered with anyone. I can say what I want and they're basically restricted to taking away my birthday at worse so I can live with that. >>All right. So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Amazon hated that word. Multi-cloud um, a lot of people are saying, you know, it's not a real good marketing word, like multi sounds like, you know, root canal. Mm-hmm <affirmative> right. So is there a better description for multi-cloud >>Multiple single points? >>Dave loves that term. Yeah. >>Yeah. You're building in multiple single points of failure. Do it for the right reasons or don't do it as a default. I believe not doing it is probably the right answer. However, and if I were, if I were Amazon, I wouldn't want to talk about multi-cloud either as the industry leader, talk about other clouds, bad direction to go in from a market cap perspective, it doesn't end well for you, but regardless of what they want to talk about, or don't want to talk about what they say, what they don't say, I tune all of it out. And I look at what customers are doing and multi-cloud exists in a variety of forms. Some brilliant, some brain dead. It depends a lot on context. But my general response is when someone gets on stage from a company and tells me to do a thing that directly benefits their company. I am skeptical at best. Yeah. When customers get on stage and say, this is what we're doing, because it solves problems. That's when I shut up and listen. Yeah. >>Cool. Awesome. Corey, I gotta ask you a question, cause I know you, we you've been, you know, fellow journeymen and the, and the cloud journey going to all the events and then the pandemic hit where now in the third year, who knows what it's gonna gonna end. Certainly events are gonna look different. They're gonna be either changing footprint with the virtual piece, new group formations. Community's gonna emerge. You got a pretty big community growing and it's throwing like crazy. What's the weirdest or coolest thing, or just big chain angels. You've seen with the pandemic, uh, from your perspective, cuz you've been in the you're in the middle of the whitewater rafting. You've seen the events you circle offline. You saw the online piece, come in, you're commentating. You're calling balls and strikes in the industry. You got a great team developing over there. Duck bill group. What's the big aha moment that you saw with the pandemic. Weird, fun, serious, real in the industry and with customers what's >>Accessibility. Reinvent is a great example. When in the before times it's open to anyone who wants to attend, who can pony up two grand and a week in Las Vegas and get to Las Vegas from wherever they happen to be by moving virtually suddenly it, it embraces the reality that talent is even distributed. Opportunity is not. And that means that suddenly these things are accessible to a wide swath of audience and potential customer base and the rest that hadn't been invited to the table previously, it's imperative that we not lose that. It's nice to go out and talk to people and have people come up and try and smell my hair from time to time, I smell delightful. Let make assure you, but it was, but it's also nice to be. >>I have a product for you if you want, you know. >>Oh, excellent. I look forward to it. What is it putting? Why not? <laugh> >>What else have you seen? So when accessibility for talent, which by the way is totally home run. What weird things have happened that you've seen? Um, that's >>Uh, it's, it's weird, but it's good that an awful lot of people giving presentations have learned to tighten their message and get to the damn point because most people are not gonna get up from a front row seat in a conference hall, midway through your Aing talk and go somewhere else. But they will change a browser tab and you won't get them back. You've gotta be on point. You've gotta be compelling if it's going to be a virtual discussion. >>Yeah. And also turn off your IMEs too. >>Oh yes. It's always fun in the, in the meetings when you're talking to someone and their co is messaging them about, should we tell 'em about this? And I'm sitting there reading it and it's >>This guy is really weird. Like, >>Yes I am and I bring it into the conversation and then everyone's uncomfortable. It goes, wow. >>Why not? I love when my wife yells at me over I message. When I'm on a business call, like, do you wanna take that about no, I'm good. >>No, no. It's better off. I don't. No, the only encourager it's fine. >>My kids. Excellent. Yeah. That's fun again. That's another weird thing. And, and then group behavior is weird. Now people are looking at, um, communities differently. Yes. Very much so, because if you're fatigued on content, people are looking for the personal aspect. You're starting to see much more of like yeah. Another virtual event. They gotta get better. One and two who's there. >>Yeah. >>The person >>That's a big part of it too is the human stories are what are being more and more interesting. Don't get up here and tell me about your product and how brilliant you are and how you built it. That's great. If I'm you, or if I wanna work with you or I want to compete with you, or I wanna put on my engineering hat and build it myself. Cause why would I buy anything? That's more than $8. But instead, tell me about the problem. Tell me about the painful spot that you specialize in. Tell me a story there. >>I, I >>Think that gets a glimpse in a hook and >>Makes more, more, I think you nailed it. Scaling storytelling. Yes. And access to better people because they don't have to be there in person. I just did it thing. I never, we never would've done the queue. We did. Uh, Amazon stepped up in sponsors. Thank you, Amazon for sponsoring international women's day, we did 30 interviews, APAC. We did five regions and I interviewed this, these women in Asia, Pacific eight, PJ, they called for in this world. And they're amazing. I never would've done those interviews cuz I never, would've seen 'em at an event. I never would've been in Japan or Singapore to access them. And now they're in the index. They're in the network. They're collaborating on LinkedIn. So a threads are developing around connections that I've never seen before. Yes. Around the content, >>Absolutely >>Content value plus >>The networking. And that is the next big revelation of this industry is going to realize you have different companies. And in Amazon's case, different service teams, all, all competing with each other, but you have the container group and you have the database group and you have the message cuing group. But customers don't really want to build things from spare parts. They want a solution to a problem. I want to build an app that does Twitter for pets or whatever it is I'm trying to do. I don't wanna basically have to pick and choose and fill my shopping cart with all these different things. I want something that's gonna give me what I'm trying to get as close to turnkey as possible. Moving up the stack. That is the future. And just how it gets here is gonna be >>Well we're here with Corey Quinn, the master of the master of content here in the a ecosystem. Of course we we've been following up in the beginnings. Great guy. Check out his blog, his site, his newsletter screaming podcast. Cory, final question for you. Uh, what do you hear doing what's on your agenda this week in San Francisco and give a plug for the duck build group. What are you guys doing? I know you're hiring some people what's on the table for the company. What's your focus this week and put a plug in for the group. >>I'm here as a customer and basically getting outta my cage cuz I do live here. It's nice to actually get out and talk to folks who are doing interesting things at the duck build group. We solve one problem. We fixed the horrifying AWS bill, both from engineering and architecture, advising as well as negotiating AWS contracts because it turns out those things are big and complicated. And of course my side media projects last week in aws.com, we are, it it's more or less a content operation where I indulge my continual and ongoing law of affair with the sound of my own voice. >><laugh> and you good. It's good content. It's on, on point fun, Starky and relevant. So thanks for coming to the cube and sharing with us. Appreciate it. No, thank you. Fun. You. Okay. This the cube covers here in San Francisco, California, the cube is back at to events. These are the summits, Amazon web services summits. They happen all over the world. We'll be in New York and obviously we're here in San Francisco this week. I'm John furry. Keep, keep it right here. We'll be back with more coverage after this short break. Okay. Welcome back everyone. This's the cubes covers here in San Francisco, California, we're live on the show floor of AWS summit, 2022. I'm John for host of the cube and remember AWS summit in New York city coming up this summer, we'll be there as well. And of course reinvent the end of the year for all the cube coverage on cloud computing and AWS. The two great guests here from the APN global APN se Jenko and Jeff Grimes partner leader, Jeff and se is doing partnerships global APN >>AWS global startup program. Yeah. >>Okay. Say that again. >>AWS global startup program. >>That's the official name. >>I love >>It too long, too long for me. Thanks for coming on. Yeah, of course. Appreciate it. Tell us about what's going on with you guys. What's the, how was you guys organized? You guys we're obviously were in San Francisco bay area, Silicon valley, zillions of startups here, New York. It's got another one we're gonna be at tons of startups. Lot of 'em getting funded, big growth and cloud big growth and data security, hot and sectors. >>Absolutely. >>So maybe, maybe we could just start with the global startup program. Um, it's essentially a white glove service that we provide to startups that are built on AWS. And the intention there is to help identify use cases that are being built on top of AWS. And for these startups, we want to provide white glove support in co building products together. Right. Um, co-marketing and co-selling essentially, um, you know, the use cases that our customers need solved, um, that either they don't want to build themselves or are perhaps more innovative. Um, so the, a AWS global startup program provides white glove support, dedicated headcount for each one of those pillars. Um, and within our program, we've also provided incentives, programs go to market activities like the AWS startup showcase that we've built for these startups. >>Yeah. By the way, start AWS startups.com is the URL, check it out. Okay. So partnerships are key. Jeff, what's your role? >>Yeah. So I'm responsible for leading the overall F for, for the AWS global startup program. Um, so I've got a team of partner managers that are located throughout the us, uh, managing a few hundred startup ISVs right now. <laugh> >>Yeah, I got >>A lot. We've got a lot. >>There's a lot. I gotta, I gotta ask the tough question. Okay. I'm I'm a startup founder. I got a team. I just got my series a we're grown. I'm trying to hire people. I'm super busy. What's in it for me. Yeah. What do you guys bring to the table? I love the white glove service, but translate that what's in it. What do I get out of it? What's >>A good story. Good question. I focus, I think. Yeah, because we get, we get to see a lot of partners building their businesses on AWS. So, you know, from our perspective, helping these partners focus on what, what do we truly need to build by working backwards from customer feedback, right? How do we effectively go to market? Because we've seen startups do various things, um, through trial and error, um, and also just messaging, right? Because oftentimes partners or rather startups, um, try to boil the ocean with many different use cases. So we really help them, um, sort of laser focus on what are you really good at and how can we bring that to the customer as quickly as possible? >>Yeah. I mean, it's truly about helping that founder accelerate the growth of their company. Yeah. Right. And there's a lot that you can do with AWS, but focus is truly the key word there because they're gonna be able to find their little piece of real estate and absolutely deliver incredible outcomes for our customers. And then they can start their growth curve there. >>What are some of the coolest things you've seen with the APN that you can share publicly? I know you got a lot going on there, a lot of confidentiality. Um, but you know, we're here lot of great partners on the floor here. I'm glad we're back at events. Uh, a lot of stuff going on digitally with virtual stuff and, and hybrid. What are some of the cool things you guys have seen in the APN that you can point to? >>Yeah, absolutely. I mean, I can point to few, you can take them. Sure. So, um, I think what's been fun over the years for me personally, I came from a startup, ran sales at an early stage startup and, and I went through the whole thing. So I have a deep appreciation for what these guys are going through. And what's been interesting to see for me is taking some of these early stage guys, watching them progress, go public, get acquired, and see that big day mm-hmm <affirmative>, uh, and being able to point to very specific items that we help them to get to that point. Uh, and it's just a really fun journey to watch. >>Yeah. I, and part of the reason why I really, um, love working at the AWS, uh, global startup program is working with passionate founders. Um, I just met with a founder today that it's gonna, he's gonna build a very big business one day, um, and watching them grow through these stages and supporting that growth. Um, I like to think of our program as a catalyst for enterprise sort of scale. Yeah. Um, and through that we provide visibility, credibility and growth opportunities. >>Yeah. A lot, a lot of partners too. What I found talking to staff founders is when they have that milestone, they work so hard for it. Whether it's a B round C round Republic or get bought. Yeah. Um, then they take a deep breath and they look back at wow, what a journey it's been. So it's kind of emotional for sure. Yeah. Still it's a grind. Right? You gotta, I mean, when you get funding, it's still day one. You don't stop. It's no celebrate, you got a big round or valuation. You still gotta execute >>And look it's hypercompetitive and it's brutally difficult. And our job is to try to make that a little less difficult and navigate those waters right. Where everyone's going after similar things. >>Yeah. I think as a group element too, I observe that startups that I, I meet through the APN has been interesting because they feel part of AWS. Yeah, totally. As a group of community, as a vibe there. Um, I know they're hustling, they're trying to make things happen. But at the same time, Amazon throws a huge halo effect. I mean, that's a huge factor. I mean, yeah. You guys are the number one cloud in the business, the growth in every sector is booming. Yeah. And if you're a startup, you don't have that luxury yet. And look at companies like snowflake, they're built on top of AWS. Yeah. I mean, people are winning by building on AWS. >>Yeah. And our, our, our program really validates their technology first. So we have, what's called a foundation's technical review that we put all of our startups through before we go to market. So that when enterprise customers are looking at startup technology, they know that it's already been vetted. And, um, to take that a step further and help these partners differentiate, we use programs like the competency programs, the DevOps compet, the, the security competency, which continues to help, um, provide sort of a platform for these startups, help them differentiate. And also there's go to market benefits that are associated with that. >>Okay. So let me ask the, the question that's probably on everyone's mind, who's watching. Certainly I asked this a lot. There's a lot of companies startups out there who makes the, is there a criteria? Oh God, it's not like his sports team or anything, but like sure. Like there's activate program, which is like, there's hundreds of thousands of startups out there. Not everyone is at the APN. Right? Correct. So ISVs again, that's a whole nother, that's a more mature partner that might have, you know, huge market cap or growth. How do you guys focus? How do you guys focus? I mean, you got a good question, you know, a thousand flowers blooming all the time. Is there a new way you guys are looking at it? I know there's been some talk about restructure or, or new focus. What's the focus. >>Yeah. It's definitely not an easy task by any means. Um, but you know, I recently took over this role and we're really trying to establish focus areas, right. So obviously a lot of the fees that we look after our infrastructure ISVs, that's what we do. Uh, and so we have very specific pods that look after different type of partners. So we've got a security pod, we've got a DevOps pod, we've got core infrastructure, et cetera. And really we're trying to find these ISVs that can solve, uh, really interesting AWS customer challenges. >>So you guys have a deliberate, uh, focus on these pillars. So what infrastructure, >>Security, DevOps, and data and analytics, and then line of business >>Line of business line, like web marketing >>Solutions, business apps, >>Business, this owner type thing. Exactly. >>Yeah, exactly. >>So solutions there. Yeah. More solutions and the other ones are like hardcore. So infrastructure as well, like storage, backup, ransomware of stuff, or, >>Uh, storage, networking. >>Okay. Yeah. The classic >>Database, et cetera. Right. >>And so there's teams on each pillar. >>Yep. So I think what's, what's fascinating for the startup that we cover is that they've got, they truly have support from a build market sell perspective. Right. So you've got someone who's technical to really help them get the technology, figured out someone to help them get the marketing message dialed and spread, and then someone to actually do the co-sell, uh, day to day activities to help them get in front of customers. >>Probably the number one request that we always ask for Amazon is can we waste that sock report? Oh, download it, the console, which we use all the time. Exactly. But security's a big deal. I mean, you know, SREs are evolving, that role of DevOps is taking on dev SecOps. Um, I, I could see a lot of customers having that need for a relationship to move things faster. Do you guys provide like escalation or is that a part of a service or not, not part of a, uh, >>Yeah, >>So the partner development manager can be an escalation point. Absolutely. Think of them as an extension of your business inside of AWS. >>Great. And you guys how's that partner managers, uh, measure >>On those three pillars. Right. Got it. Are we billing, building valuable use cases? So product development go to market, so go to market activities, think blog, posts, webinars, case studies, so on and so forth. And then co-sell not only are we helping these partners win their current opportunities that they are sourcing, but can we also help them source net new deals? Yeah. Right. That's >>Very important. I mean, top asked from the partners is get me in front of customers. Right. Um, not an easy task, but that's a huge goal of ours to help them grow their top >>Line. Right. Yeah. In fact, we had some interviews here on the cube earlier talking about that dynamic of how enterprise customers are buying. And it's interesting, a lot more POCs. I have one partner here that you guys work with, um, on observability, they got a huge POC with capital one mm-hmm <affirmative> and the enterprises are engaging the startups and bringing them in. So the combination of open source software enterprises are leaning into that hard and bringing young growing startups in mm-hmm <affirmative>. Yep. So I could see that as a huge service that you guys can bring people in. >>Right. And they're bringing massively differentiated technology to the table. Mm-hmm <affirmative> the challenge is they just might not have the brand recognition that the big guys have. And so that it's our job is how do you get that great tech in front of the right situations? >>Okay. So my next question is about the show here, and then we'll talk globally. So here in San Francisco sure. You know, Silicon valley bay area, San Francisco bay area, a lot of startups, a lot of VCs, a lot of action. Mm-hmm <affirmative> so probably a big market for you guys. Yeah. So what's exciting here in SF and then outside SF, you guys have a global program, you see any trends that are geography based or is it sure areas more mature? There's certain regions that are better. I mean, I just interviewed a company here that's doing, uh, AWS edge really well in these cases. It's interesting that these, the partners are filling a lot of holes and gaps in the opportunities with AWS. So what's exciting here. And then what's the global perspective. >>Yeah, totally. So obviously a ton of partners, I, from the bay area that we support. Um, but we're seeing a lot of really interesting technology coming out of AMEA specifically. Yeah. Uh, and making a lot of noise here in the United States, which is great. Um, and so, you know, we definitely have that global presence and, and starting to see super differentiated technology come out of those regions. >>Yeah. Especially Tel Aviv. Yeah. >>Amy real quick, before you get in the surge. It's interesting. The VC market in, in Europe is hot. Yeah. They've got a lot of unicorns coming in. We've seen a lot of companies coming in. They're kind of rattling their own, you know, cage right now. Hey, look at us. We'll see if they crash, you know, but we don't see that happening. I mean, people have been projecting a crash now in, in the startup ecosystem for at least a year. It's not crashing. In fact, funding's up. >>Yeah. The pandemic was hard on a lot of startups for sure. Yeah. Um, but what we've seen is many of these startups, they, as quickly as they can grow, they can also pivot as, as, as well. Um, and so I've actually seen many of our startups grow through the pandemic because their use cases are helping customers either save money, become more operationally efficient and provide value to leadership teams that need more visibility into their infrastructure during a pandemic. >>It's an interesting point. I talked to Andy jazzy and Adam Leski both say the same thing during the pandemic necessity, the mother of all invention. Yep. And startups can move fast. So with that, you guys are there to assist if I'm a startup and I gotta pivot cuz remember iterate and pivot, iterate and pivot. So you get your economics, that's the playbook of the ventures and the models. >>Exactly. How >>Do you guys help me do that? Give me an example of walk me through, pretend me I'm a startup. Hey, I am on the cloud. Oh my God. Pandemic. They need video conferencing. Hey cube. Yeah. What do I need? Surge? What, what do I do? >>That's a good question. First thing is just listen. Yeah. I think what we have to do is a really good job of listening to the partner. Um, what are their needs? What is their problem statement and where do they want to go at the end of the day? Um, and oftentimes because we've worked with so many successful startups, they have come out of our program. We have, um, either through intuition or a playbook, determined what is gonna be the best path forward and how do we get these partners to stop focusing on things that will eventually, um, just be a waste of time yeah. And, or not provide, or, you know, bring any fruit to the table, which, you know, essentially revenue. >>Well, we love star rights here in the cube because one, um, they have good stories. They're oil and cutting edge, always pushing the envelope and they're kind of disrupting someone else. Yeah. And so they have an opinion. They don't mind sharing on camera. So love talking to startups. We love working with you guys on our startup showcases startups.com. Check out AWS startups.com and you got the showcases, uh, final. We I'll give you guys the last word. What's the bottom line bumper sticker for AP the global APN program. Summarize the opportunity for startups, what you guys bring to the table and we'll close it out. Totally start >>With you. Yeah. I think the AWS global startup program's here to help companies truly accelerate their business full stop. Right. And that's what we're here for. I love it. >>It's a good way to, it's a good way to put it Dito. >>Yeah. All right, sir. Thanks for coming on. Thanks John. Great to see you love working with you guys. Hey, startups need help. And the growing and huge market opportunities, the shift cloud scale data engineering, security infrastructure, all the markets are exploding in growth because of the digital transformation of the realities here. Open source and cloud all making it happen here in the cube in San Francisco, California. I'm John furrier, your host. Thanks for watching >>John. >>Hello and welcome back to the cubes live coverage here in San Francisco, California for AWS summit, 2022. I'm John for host of the cube. Uh, two days of coverage, AWS summit, 2022 in New York city. Coming up this summer, we'll be there as well at events are back. The cube is back of course, with the cube virtual cube hybrid, the cube.net, check it out a lot of content this year, more than ever, a lot more cloud data cloud native, modern applic is all happening. Got a great guest here. Jeremy Burton, Cub alumni, uh, CEO of observe Inc in the middle of all the cloud scale, big data observability Jeremy. Great to see you. Thanks >>Always great to come and talk to you on the queue, man. It's been been a few years, so, >>Um, well you, you got your hands. You're in the trenches with great startup, uh, good funding, great board, great people involved in the observability hot area, but also you've been a senior executive president of Dell, uh, EMC, uh, 11 years ago you had a, a vision and you actually had an event called cloud meets big data. Um, yeah. And it's here. You predicted it 11 years ago. Um, look around it's cloud meets big data. >>Yeah. I mean the, the cloud thing I think, you know, was, was probably already a thing, but the big data thing I do claim credit for, for, for sort of catching that bus out, um, you know, we, we were on the, the, the bus early and, and I think it was only inevitable. Like, you know, if you could bring the economics and the compute of cloud to big data, you, you could find out things you could never possibly imagine. >>So you're close to a lot of companies that we've been covering deeply. Snowflake obviously are involved, uh, the board level, you know, the founders, you know, the people there cloud, you know, Amazon, you know, what's going on here? Yeah. You're doing a startup as the CEO at the helm, uh, chief of observ, Inc, which is an observability, which is to me in the center of this confluence of data engineering, large scale integrations, um, data as code integrating into applic. I mean, it's a whole nother world developing, like you see with snowflake, it means snowflake is super cloud as we call it. So a whole nother wave is here. What's your, what's this wave we're on what's how would you describe the wave? >>Well, a couple of things, I mean, people are, I think riding more software than, than ever fall. Why? Because they've realized that if, if you don't take your business online and offer a service, then you become largely irrelevant. And so you you've got a whole set of new applications. I think, I think more applications now than any point. Um, not, not just ever, but the mid nineties, I always looked at as the golden age of application development. Now back then people were building for windows. Well, well now they're building for things like AWS is now the platform. Um, so you've got all of that going on. And then at the same time, the, the side effect of these applications is they generate data and lots of data and the, you know, the sort of the transactions, you know, what you bought today or something like that. But then there's what we do, which is all the telemetry data, all the exhaust fumes. And I think people really are realizing that their differentiation is not so much their application. It's their understanding of the data. Can, can I understand who my best customers are, what I sell today. If people came to my website and didn't buy, then I not, where did they drop off all of that they wanna analyze. And, and the answers are all in the data. The question is, can you understand it >>In our last startup showcase, we featured data as code. One of the insights that we got out of that I wanna get your opinion on our reaction to is, is that data used to be put into a data lake and turns into a data swamp or throw into the data warehouse. And then we'll do some query, maybe a report once in a while. And so data, once it was done, unless it was real time, even real time was not good anymore after real time. That was the old way. Now you're seeing more and more, uh, effort to say, let's go look at the data cuz now machine learning is getting better. Not just train once mm-hmm <affirmative> they're iterating. Yeah. This notion of iterating and then pivoting, iterating and pivoting. Yeah, that's a Silicon valley story. That's like how startups work, but now you're seeing data being treated the same way. So now you have another, this data concept that's now yeah. Part of a new way to create more value for the apps. So this whole, this whole new cycle of >>Yeah. >>Data being reused and repurposed and figured out and >>Yeah, yeah. I'm a big fan of, um, years ago. Uh, uh, just an amazing guy, Andy McAfee at the MIT C cell labs I spent time with and he, he had this line, which still sticks to me this day, which is look I'm I'm. He said I'm part of a body, which believes that everything is a matter of data. Like if you, of enough data, you can answer any question. And, and this is going back 10 years when he was saying these kind of things and, and certainly, you know, research is on the forefront. But I, I think, you know, starting to see that mindset of the, the sort of MIT research be mainstream, you know, in enterprises, they they're realizing that yeah, it is about the data. You know, if I can better understand my data better than my competitor than I've got an advantage. And so the question is is, is how, what, what technologies and what skills do I need in my organization to, to allow me to do that. So >>Let's talk about observing you the CEO of, okay. Given you've seen the wave before you're in the front lines of observability, which again is in the center of all this action what's going on with the company. Give a quick minute to explain, observe for the folks who don't know what you guys do. What's the company doing? What's the funding status, what's the product status and what's the customer status. Yeah. >>So, um, we realized, you know, a handful of years ago, let's say five years ago that, um, look, the way people are building applications is different. They they're way more functional. They change every day. Uh, but in some respects they're a lot more complicated. They're distributed. They, you know, microservices architectures and when something goes wrong, um, the old way of troubleshooting and solving problems was not gonna fly because you had SA so much change going into production on a daily basis. It was hard to tell like where the problem was. And so we thought, okay, it's about time. Somebody looks at the exhaust fumes from this application and all the telemetry data and helps people troubleshoot and make sense of the problems that they're seeing. So, I mean, that's observability, it's actually a term that goes back to the 1960s. It was a guy called, uh, Rudolph like, like everything in tech, you know, it's, it's a reinvention of, of something from years gone by. >>But, um, there's a guy called, um, Rudy Coleman in 1960s, kinder term. And, and, and the term was been able to determine the state of a system by looking at its external outputs. And so we've been going on this for, uh, the best part of the all years now. Um, it took us three years just to build the product. I think, I think what people don't appreciate these days often is the barrier to entry in a lot of these markets is quite high. You, you need a lot of functionality to have something that's credible with a customer. Um, so yeah, this last year we, we, we did our first year selling, uh, we've got about 40 customers now. <affirmative> um, we just we've got great investors for the hill ventures. Uh, I mean, Mike SP who was, you know, the, the guy who was the, really, the first guy in it snowflake and the, the initial investor were fortunate enough to, to have Mike on our board. And, um, you know, part of the observed story yeah. Is closely knit with snowflake because all of that time data know we, we still are in there. >>So I want to get, uh, >>Yeah. >>Pivot to that. Mike Pfizer, snowflake, Jeremy Burton, the cube kind of, kind of same thinking this idea of a super cloud or what snowflake became snowflake is massively successful on top of AWS. Mm-hmm <affirmative> and now you're seeing startups and companies build on top of snowflake. Yeah. So that's become an entrepreneurial story that we think that to go big in the cloud, you can have a cloud on a cloud, uh, like as Jerry, Jerry Chan and Greylock calls it castles in the cloud where there are moats in the cloud. So you're close to it. I know you're doing some stuff with snowflake. So a startup, what's your view on building on top of say a snowflake or an AWS, because again, you gotta go where the data is. You need all the data. >>Yeah. So >>What's your take on that? >>I mean, having enough gray hair now, um, you know, again, in tech, I think if you wanna predict the future, look at the past. And, uh, you know, to many years ago, 25 years ago, I was at a, a smaller company called Oracle and an Oracle was the database company. And, uh, their, their ambition was to manage all of the world's transactional data. And they built on a platform or a couple of platforms, one, one windows, and the other main one was Solaris. And so at that time, the operator and system was the platform. And, and then that was the, you know, ecosystem that you would compete on top of. And then there were companies like SAP that built applications on top of Oracle. So then wind the clock forward 25 years gray hairs. <laugh> the platform, isn't the operating system anymore. The platform is AWS, you know, Google cloud. I gotta probably look around if I say that in. Yeah. It's >>Okay. But hyperscale, yeah. CapX built out >>That is the new platform. And then snowflake comes along. Well, their aspiration is to manage all of the, not just human generator data, but machine generated data in the world of cloud. And I think they they've done an amazing job doing for the, I'd say, say the, the big data world, what Oracle did for the relational data world, you know, way back 25 years ago. And then there are folks like us come along and, and of course my ambition would be, look, if, if we can be as successful as an SAP building on top of snow snowflake, uh, as, as they were on top of Oracle, then, then we'd probably be quite happy. >>So you're building on top of snowflake. >>We're building on top of snowflake a hundred percent. And, um, you know, I've had folks say to me, well, aren't you worried about that? Isn't that a risk? It's like, well, that that's a risk. You >>Still on the board. >>Yeah. I'm still on the board. Yeah. That that's a risk I'm prepared to take <laugh> I am long on snowflake you, >>Well, you're in a good spot. Stay on the board, then you'll know what's going on. Okay. No know just doing, but the, this is a real dynamic. It is. It's not a one off it's. >>Well, and I do believe as well that the platform that you see now with AWS, if you look at the revenues of AWS is an order of magnitude more than Microsoft was 25 years ago with windows mm-hmm <affirmative>. And so I believe the opportunity for folks like snowflake and folks like observe it's an order of magnitude more than it was for the Oracle and the SAPs of the old >>World. Yeah. And I think this is really, I think this is something that this next generation of entrepreneurship is the go big scenario is you gotta be on a platform. Yeah. >>It's quite >>Easy or be the platform, but it's hard. There's only like how many seats are at that table left. >>Well, value migrates up over time. So, you know, when the cloud thing got going, there were probably 10, 20, 30, you know, Rackspace and there's 1,000,001 infrastructure, a service platform as a service, my, my old, uh, um, employee EMC, we had pivotal, you know, pivotal was a platform as a service. You don't hear so much about it, these, but initially there's a lot of players and then it consolidates. And then to, to like extract, uh, a real business, you gotta move up, you gotta add value, you gotta build databases, then you gotta build applications. So >>It's interesting. Moving from the data center of the cloud was a dream for starters. Cause then if the provision, the CapEx, now the CapEx is in the cloud. Then you build on top of that, you got snowflake you on top of that, the >>Assumption is almost that compute and storage is free. I know it's not quite free. Yeah. It's >>Almost free, >>But, but you can, you know, as an application vendor, you think, well, what can I do if I assume compute and storage is free, that's the mindset you've gotta get into. >>And I think the platform enablement to value. So if I'm an entrepreneur, I'm gonna get a serious, multiple of value in what I'm paying. Yeah. Most people don't even blanket their Avis pills unless they're like massively huge. Yeah. Then it's a repatriation question or whatever discount question, but for most startups or any growing company, the Amazon bill should be a small factor. >>Yeah. I mean, a lot of people, um, ask me like, look, you're building on snowflake. Um, you, you know, you are, you are, you're gonna be, you're gonna be paying their money. How, how, how, how does that work with your business model? If you're paying them money, you know, do, do you have a viable business? And it's like, well, okay. I, we could build a database as well in observe, but then I've got half the development team working on in that will never be as good as snowflake. And so we made the call early on that. No, no, we, we wanna innovate above the database. Yeah. Right. Snowflake are doing a great job of innovating on the database and, and the same is true of something like Amazon, like, like snowflake could have built their own cloud and their own platform, but they didn't. >>Yeah. And what's interesting is that Dave <inaudible> and I have been pointing this out and he's actually more on snowflake. I I've been looking at data bricks, um, and the same dynamics happening, the proof is the ecosystem. Yeah. I mean, if you look at Snowflake's ecosystem right now and data bricks it's exploding. Right. I mean, the shows are selling out the floor. Space's book. That's the old days at VMware. Yeah. The old days at AWS >>One and for snowflake and, and any platform provider, it's a beautiful thing. You know, we build on snowflake and we pay them money. They don't have to sell to us. Right. And we do a lot of the support. And so the, the economics work out really, really well. If you're a platform provider and you've got a lot of ecosystems. >>Yeah. And then also you get, you get a, um, a trajectory of, uh, economies of scale with the institutional knowledge of snowflake integrations, right. New products. You're scaling that function with the, >>Yeah. I mean, we manage 10 petabytes of data right now. Right. When I, when I, when I arrived at EMC in 2010, we had, we had one petabyte customer. And, and so at observe, we've been only selling the product for a year. We have 10 petabytes of data under management. And so been able to rely on a platform that can manage that is invaluable, >>You know, but Jeremy Greek conversation, thanks for sharing your insights on the industry. Uh, we got a couple minutes left. Um, put a plug in for observe. What do you guys, I know you got some good funding, great partners. I don't know if you can talk about your, your, your POC customers, but you got a lot of high ends folks that are working with you. You getting traction. Yeah. >>Yeah. >>Scales around the corner. Sounds like, are you, is that where you are scale? >>Got, we've got a big announcement coming up in two or weeks. We've got, we've got new funding, um, which is always great. Um, the product is, uh, really, really close. I think, as a startup, you always strive for market fit, you know, which is at which point can you just start hiring salespeople? And the revenue keeps going. We're getting pretty close to that right now. Um, we've got about 40 SaaS companies run on the platform. They're almost all AWS Kubernetes, uh, which is our sweet spot to begin with, but we're starting to get some really interesting, um, enterprise type customers. We're, we're, you know, F five networks we're POC in right now with capital one, we got some interest in news around capital one coming up. I, I can't share too much, uh, but it's gonna be exciting. And, and like I saids hill continued to, to, to stick, >>I think capital one's a big snowflake customer as well. Right. They, >>They were early in one of the things that attracted me to capital one was they were very, very good with snowflake early on. And, and they put snowflake in a position in the bank where they thought that snowflake could be successful. Yeah. And, and today that, that is one of Snowflake's biggest accounts. >>So capital one, very innovative cloud, obviously AIOS customer and very innovative, certainly in the CISO and CIO, um, on another point on where you're at. So you're, Prescale meaning you're about to scale, right? So you got POCs, what's that trick GE look like, can you see around the corner? What's, what's going on? What's on, around the corner. That you're, that you're gonna hit the straight and narrow and, and gas it >>Fast. Yeah. I mean, the, the, the, the key thing for us is we gotta get the product. Right. Um, the nice thing about having a guy like Mike Pfizer on the board is he doesn't obsess about revenue at this stage is questions that the board are always about, like, is the product, right? Is the product right? Is the product right? If you got the product right. And cuz we know when the product's right, we can then scale the sales team and, and the revenue will take care of itself. Yeah. So right now all the attention is on the product. Um, the, this year, the exciting thing is we were, we're adding all the tracing visualizations. So people will be able to the kind of things that back in the day you could do with the new lakes and, and AppDynamics, the last generation of, of APM tools, you're gonna be able to do that within observe. And we've already got the logs and the metrics capability in there. So for us, this year's a big one, cuz we sort of complete the trifecta, you know, the, the logs, >>What's the secret sauce observe. What if you had the, put it into a, a sentence what's the secret sauce? I, >>I, I think, you know, an amazing founding engineering team, uh, number one, I mean, at the end of the day, you have to build an amazing product and you have to solve a problem in a different way. And we've got great long term investors. And, and the biggest thing our investors give is actually it's not just money. It gives us time to get the product, right. Because if we get the product right, then we can get the growth. >>Got it. Final question. Why I got you here? You've been on the enterprise business for a long time. What's the buyer landscape out there. You got people doing POCs on capital one scale. So we know that goes on. What's the appetite at the buyer side for startups and what are their requirements that you're seeing? Uh, obviously we're seeing people go in and dip into the startup pool because new ways to refactor their business restructure. So a lot happening in cloud. What's the criteria. How are enterprises engaging in with startups? >>Yeah. I mean, enterprises, they know they've gotta spend money transforming the business. I mean, this was, I almost feel like my old Dell or EMC self there, but, um, what, what we were saying five years ago is happening. Um, everybody needs to figure out out a way to take their, this to this digital world. Everybody has to do it. So the nice thing from a startup standpoint is they know at times they need to risk or, or take a bet on new technology in order to, to help them do that. So I think you've got buyers that a have money, uh, B prepared to take risks and it's, it's a race against time to, you know, get their, their offerings in this. So a new digital footprint, >>Final, final question. What's the state of AWS. Where do you see them going next? Obviously they're continuing to be successful. How does cloud 3.0, or they always say it's day one, but it's more like day 10. Uh, but what's next for Aw. Where do they go from here? Obviously they're doing well. They're getting bigger and bigger. >>Yeah. They're, they're, it's an amazing story. I mean, you know, we we're, we're on AWS as well. And so I, I think if they keep nurturing the builders in the ecosystem, then that is their superpower. They, they have an early leads. And if you look at where, you know, maybe the likes of Microsoft lost the plot in the, in the late it was, they stopped, uh, really caring about developers and the folks who were building on top of their ecosystem. In fact, they started buying up their ecosystem and competing with people in their ecosystem. And I see with AWS, they, they have an amazing head start and if they did more, you know, if they do more than that, that's, what's gonna keep the jut rolling for many years to come. Yeah, >>They got the silicone and they got the staff act, developing Jeremy Burton inside the cube, great resource for commentary, but also founding with the CEO of a company called observing in the middle of all the action on the board of snowflake as well. Um, great start. Thanks for coming on the cube. >>Always a pleasure. >>Okay. Live from San Francisco to cube. I'm John for your host. Stay with us more coverage from San Francisco, California after the short break. >>Hello. Welcome back to the cubes coverage here live in San Francisco, California. I'm John furrier, host of the cubes cube coverage of AWS summit 2022 here in San Francisco. We're all the developers of the bay area at Silicon valley. And of course, AWS summit in New York city is coming up in the summer. We'll be there as well. SF and NYC cube coverage. Look for us. Of course, reinforcing Boston and re Mars with the whole robotics AI thing, all coming together. Lots of coverage stay with us today. We've got a great guest from Deibel VC. John Skoda, founding partner, entrepreneurial venture is a venture firm. Your next act, welcome to the cube. Good to see you. >>Good to see you, Matt. I feel like it's been forever since we've been able to do something in person. Well, >>I'm glad you're here because we run into each other all the time. We've known each other for over a decade. Um, >><affirmative>, it's been at least 10 years now, >>At least 10 years more. And we don't wanna actually go back as frees back, uh, the old school web 1.0 days. But anyway, we're in web three now. So we'll get to that in >>Second. We, we are, it's a little bit of a throwback to the path though, in my opinion, >><laugh>, it's all the same. It's all distributed computing and software. We ran each other in cube con you're investing in a lot of tech startup founders. Okay. This next level, next gen entrepreneurs have a new makeup and it's software. It's hardcore tech in some cases, not hardcore tech, but using software is take old something old and make it better, new, faster. <laugh>. So tell us about Deibel what's the firm. I know you're the founder, uh, which is cool. What's going on. Explain >>What you're doing. I mean, you remember I'm a recovering entrepreneur, right? So of course I, I, I, >>No, you're never recovering. You're always entrepreneur >>Always, but we are also always recovering. So I, um, started my first company when I was 24. If you remember, before there was Facebook and friends, there was instant messaging. People were using that product at work every day, they were creating a security vulnerability between their network and the outside world. So I plugged that hole and built an instant messaging firewall. It was my first company. The company was called, I am logic and we were required by Symantec. Uh, then spent 12 years investing in the next generation of our companies, uh, early investor in open source companies and cloud companies and spent a really wonderful 12 years, uh, at a firm called NEA. So I, I feel like my whole life I've been either starting enterprise software companies or helping founders start enterprise software companies. And I'll tell you, there's never been a better time than right now to start enter price software company. >>So, uh, the passion for starting a new firm was really a recognition that founders today that are starting in an enterprise software company, they, they tend to be, as you said, a more technical founder, right? Usually it's a software engineer or a builder mm-hmm <affirmative>, uh, they are building products that are serving a slightly different market than what we've traditionally seen in enterprise software. Right? I think traditionally we've seen it buyers or CIOs that have agendas and strategies, which, you know, purchased software that has traditionally bought and sold tops down. But, you know, today I think the most successful enterprise software companies are the ones that are built more bottoms up and have more technical early opts. And generally speaking, they're free to use. They're free to try. They're very commonly community source or open source companies where you have a large technical community that's supporting them. So there's a, there's kind of a new normal now I think in great enterprise software. And it starts with great technical founders with great products and great and emotions. And I think there's no better place to, uh, service those people than in the cloud and uh, in, in your community. >>Well, first of all, congratulations, and by the way, you got a great pedigree and great background, super smart admire of your work and your, and, and your founding, but let's face it. Enterprise is hot because digital transformation is all companies. The is no, I mean, consumer is enterprise. Now everything is what was once a niche. No, I won't say niche category, but you know, not for the faint of heart, you know, investors, >>You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. But remember, like right now, there's also a giant tech in VC conference in Miami <laugh> it's covering cryptocurrencies and FCS and web three. So I think beauty is definitely in the eye of the beholder <laugh> but no, I, I will tell you, >>Ts is one big enterprise, cuz you gotta have imutability you got performance issues. You have, I IOPS issues. Well, and, >>And I think all of us here that are, uh, maybe students of history and have been involved in, open in the cloud would say that we're, you know, much of what we're doing is, uh, the predecessors of the web web three movement. And many of us I think are contributors to the web three movement. >>The hype is definitely that three. >>Yeah. But, but >>You know, for >>Sure. Yeah, no, but now you're taking us further east to Miami. So, uh, you know, look, I think, I, I think, um, what is unquestioned with the case now? And maybe it's, it's more obvious the more time you spend in this world is this is the fastest growing part of enterprise software. And if you include cloud infrastructure and cloud infrastructure spend, you know, it is by many men over, uh, 500 billion in growing, you know, 20 to 30% a year. So it it's a, it's a just incredibly fast, >>Let's getting, let's get into some of the cultural and the, the shifts that are happening, cuz again, you, you have the luxury of being in enterprise when it was hard, it's getting easier and more cooler. I get it and more relevant, but it's also the hype of like the web three, for instance. But you know, uh, um, um, the CEO snowflake, okay. Has wrote a book and Dave Valenti and I were talking about it and uh, Frank Luman has says, there's no playbooks. We always ask the CEOs, what's your playbook. And he's like, there's no playbook, situational awareness, always Trump's playbooks. So in the enterprise playbook, oh, higher direct sales force and SAS kind of crushed the, at now SAS is being redefined, right. So what is SAS? Is snowflake a SAS or is that a platform? So again, new unit economics are emerging, whole new situation, you got web three. So to me there's a cultural shift, the young entrepreneurs, the, uh, user experience, they look at Facebook and say, ah, you know, they own all my data. You know, we know that that cliche, um, they, you know, the product. So as this next gen, the gen Z and the millennials come in and our customers and the founders, they're looking at things a little bit differently and the tech better. >>Yeah. I mean, I mean, I think we can, we can see a lot of commonalities across all successful startups and the overall adoption of technology. Uh, and, and I would tell you, this is all one big giant revolution. I call it the user driven revolution. Right. It's the rise of the user. Yeah. And you might say product like growth is currently the hottest trend in enterprise software. It's actually user like growth, right. They're one in the same. So sometimes people think the product, uh, is what is driving. You >>Just pull the >>Product through. Exactly, exactly. And so that's that I, that I think is really this revolution that you see, and, and it does extend into things like cryptocurrencies and web three and, you know, sort of like the control that is taken back by the user. Um, but you know, many would say that, that the origins of this movement maybe started with open source where users were, are contributors, you know, contributors, we're users and looking back decades and seeing how it, how it fast forward to today. I think that's really the trend that we're all writing and it's enabling these end users. And these end users in our world are developers, data engineers, cybersecurity practitioners, right. They're really the users. And they're really the, the beneficiaries and the most, you know, kind of valued people in >>This. I wanna come back to the data engineers in a second, but I wanna make a comment and get your reaction to, I have a, I'm a GenXer technically, so for not a boomer, but I have some boomer friends who are a little bit older than me who have, you know, experienced the sixties. And I've, I've been staying on the cube for probably about eight years now that we are gonna hit a digital hippie revolution, meaning a rebellion against in the sixties was rebellion against the fifties and the man and, you know, summer of love. That was a cultural differentiation from the other one other group, the predecessors. So we're kind of having that digital moment now where it's like, Hey boomers, Hey people, we're not gonna do that anymore. We hate how you organize shit. >>Right. But isn't this just technology. I mean, isn't it, isn't it like there used to be the old adage, like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would get fired if you bought IBM. And I mean, it's just like the, the, I think, I think >>It's the main for days, those renegades were breaking into Stanford, starting the home brew club. So what I'm trying to get at is that, do you see the young cultural revolution also, culturally, just, this is my identity NFTs to me speak volumes about my, I wanna associate with NFTs, not single sign on. Well, >>Absolutely. And, and I think like, I think you're hitting on something, which is like this convergence of, of, you know, societal trends with technology trends and how that manifests in our world is yes. I think like there is unquestionably almost a religion around the way in which a product is built. Right. And we can use open source, one example of that religion. Some people will say, look, I'll just never try a product in the cloud if it's not open source. Yeah. I think cloud, native's another example of that, right? It's either it's, you know, it either is cloud native or it's not. And I think a lot of people will look at a product and say, look, you know, you were not designed in the cloud era. Therefore I just won't try you. And sometimes, um, like it or not, it's a religious decision, right? It's, it's something that people just believe to be true almost without, uh, necessarily. I mean >>The decision making, let me ask you this next question. As a VC. Now you look at pitch, well, you've made a VC for many years, but you also have the founder, uh, entrepreneurial mindset, but you can get empathize with the founders. You know, hustle is a big part of the, that first founder check, right? You gotta convince someone to part with their ch their money and the first money in which you do a lot of is about believing in the person. So fing, so you make, it is hard. Now you, the data's there, you either have it cloud native, you either have the adaption or traction. So honesty is a big part of that pitch. You can't fake it. Oh, >>AB absolutely. You know, there used to be this concept of like the persona of an entrepreneur, right. And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. You, I still think that that's important, right? It still is a human need for people to believe in narratives and stories. But having said that you're right, the proof is in the pudding, right? At some point you click download and you try the product and it does what it says it it's gonna do, or it doesn't, or it either stands up to the load test or it doesn't. And so I, I feel like in this new economy that we live in, it's a shift from maybe the storytellers and the creators to, to the builders, right. The people that know how to build great product. And in some ways the people that can build great product yeah. Stand out from the crowd. And they're the ones that can build communities around their products. And, you know, in some ways can, um, you know, kind of own more of the narrative because their products exactly >>The volume back to the user led growth. >>Exactly. And it's the religion of, I just love your product. Right. And I, I, I, um, Doug song was the founder of du security used to say, Hey, like, you know, the, the really like in today's world of like consumption based software, the user is only gonna give you 90 seconds to figure out whether or not you're a company that's easy to do business with. Right. And so you can say, and do all the things that you want about how easy you are to work with. But if the product isn't easy to install, if it's not easy to try, if it's not, if, if the, you know, it's gotta speak to >>The, speak to the user, but let me ask a question now that the people watching who are maybe entrepreneurial entrepreneur, um, masterclass here is in session. So I have to ask you, do you prefer, um, an entrepreneur to come in and say, look at John. Here's where I'm at. Okay. First of all, storytelling's fine. Whether you're an extrovert or introvert, have your style, sell the story in a way that's authentic, but do you, what do you prefer to say? Here's where I'm at? Look, I have an idea. Here's my traction. I think here's my MVP prototype. I need help. Or do you wanna just see more stats? What's the, what's the preferred way that you like to see entrepreneurs come in and engage, engage? >>There's tons of different styles, man. I think the single most important thing that every founder should know is that we, we don't invest in what things are today. We invest in what we think something will become. Right. And I think that's why we all get up in the morning and try to build something different, right? It's that we see the world a different way. We want it to be a different way, and we wanna work every single moment of the day to try to make that vision a reality. So I think the more that you can show people where you want to be, the more likely somebody is gonna align with your vision and, and want to invest in you and wanna be along for the ride. So I, I wholeheartedly believe in showing off what you got today, because eventually we all get down to like, where are we and what are we gonna do together? But, um, no, I >>Show >>The path. I think the single most important thing for any founder and VC relationship is that they have the same vision, uh, have the same vision. You can, you can get through bumps in the road, you can get through short term spills. You can all sorts of things in the middle of the journey can happen. Yeah. But it doesn't matter as much if you share the same long term vision, >>Don't flake out and, and be fashionable with the latest trends because it's over before you can get there. >>Exactly. I think many people that, that do what we do for a living will say, you know, ultimately the future is relatively easy to predict, but it's the timing that's impossible to predict. So you, you know, you sort of have to balance the, you know, we, we know that the world is going this way and therefore we're gonna invest a lot of money to try to make this a reality. Uh, but sometimes it happens in six months. Sometimes it takes six years is sometimes like 16 years. >>Uh, what's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at right now with Desel partners, Tebel dot your site. What's the big wave. What's your big >>Wave. There, there's three big trends that we invest in. And they're the, they're the only things we do day in, day out. One is the explosion and open source software. So I think many people think that all software is unquestionably moving to an open source model in some form or another yeah. Tons of reasons to debate whether or not that is gonna happen and on what timeline happening >>Forever. >>But it is, it is accelerating faster than we've ever seen. So I, I think it's, it's one big, massive wave that we continue to ride. Um, second is the rise of data engineering. Uh, I think data engineering is in and of itself now, a category of software. It's not just that we store data. It's now we move data and we develop applications on data. And, uh, I think data is in and of itself as big of a, a market as any of the other markets that we invest in. Uh, and finally, it's the gift that keeps on giving. I've spent my entire career in it. We still feel that security is a market that is under invested. It is, it continues to be the place where people need to continue to invest and spend more money. Yeah. Uh, and those are the three major trends that we run >>And security, you think we all need a dessert do over, right? I mean, do we need a do over in security or is what's the core problem? I, >>I, I keep using this word underinvested because I think it's the right way to think about the problem. I think if you, I think people generally speaking, look at cyber security as an add-on. Yeah. But if you think about it, the whole economy is moving online. And so in, in some ways like security is core to protecting the digital economy. And so it's, it shouldn't be an afterthought, right? It should be core to what everyone is doing. And that's why I think relative to the trillions of dollars that are at stake, uh, I believe the market size for cybersecurity is around 150 billion. And it still is a fraction of what we're, what >>We're and security even boom is booming now. So you get the convergence of national security, geopolitics, internet digital >>That's right. You mean arguably, right? I mean, arguably again, it's the area of the world that people should be spending more time and more money given what to stake. >>I love your thesis. I gotta, I gotta say, you gotta love your firm. Love. You're doing we're big supporters of your mission. Congratulations on your entrepreneurial venture. And, uh, we'll be, we'll be talking and maybe see a Cub gone. Uh, >>Absolutely. >>Certainly EU maybe even north America's in Detroit this year. >>Huge fan of what you guys are doing here. Thank you so much for having me on >>The show. Guess bell VC Johnson here on the cube. Check him out. Founder for founders here on the cube, more coverage from San Francisco, California. After the short break, stay with us. Everyone. Welcome to the queue here. Live in San Francisco, California for AWS summit, 2022 we're live we're back with the events. Also we're virtual. We got hybrid all kinds of events. This year, of course, 80% summit in New York city is happening this summer. We'll be there with the cube as well. I'm John. Again, John host of the cube got a great guest here. Justin Coby owner and CEO of innovative solutions. Their booth is right behind us. Justin, welcome to the cube. >>Thank you. Thank you for having me. >>So we're just chatting, uh, uh, off camera about some of the work you're doing. You're the owner of and CEO. Yeah. Of innovative. Yeah. So tell us a story. What do you guys do? What's the elevator pitch. >>Yeah. <laugh> so the elevator pitch is we are, uh, a hundred percent focused on small to midsize businesses that are moving into the cloud or have already moved to the cloud and really trying to understand how to best control, cost, security, compliance, all the good stuff, uh, that comes along with it. Um, exclusively focused on AWS and, um, you know, about 110 people, uh, based in Rochester, New York, that's where our headquarters is, but now we have offices down in Austin, Texas up in Toronto, uh, key Canada, as well as Chicago. Um, and obviously in New York, uh, you know, the, the business was never like this, uh, five years ago, um, founded in 1989, made the decision in 2018 to pivot and go all in on the cloud. And, uh, I've been a part of the company for about 18 years, bought the company about five years ago and it's been a great ride. It >>It's interesting. The manages services are interesting with cloud cause a lot of the heavy liftings done by AWS. So we had Matt on your team on earlier talking about some of the edge stuff. Yeah. But you guys are a managed cloud service. You got cloud advisory, you know, the classic service that's needed, but the demands coming from cloud migrations and application modernization and obviously data is a huge part of it. Huge. How is this factoring into what you guys do and your growth cuz you guys are the number one partner on the SMB side for edge. Yeah. For AWS, you got results coming in. Where's the, where's the forcing function. What's the pressure point. What's the demand like? >>Yeah. It's a great question. Every CEO I talk to, that's a small to midsize business. They're trying to understand how to leverage technology. It better to help either drive a revenue target for their own business, uh, help with customer service as so much has gone remote now. And we're all having problems or troubles or issues trying to hire talent. And um, you know, tech ISNT really at the, at the forefront and the center of that. So most customers are coming to us and they're like, listen, we gotta move to the cloud or we move some things to cloud and we want to do that better. And um, there's this big misnomer that when you move to the cloud, you gotta automatically modernize. Yeah. And what we try to help as many customers understand as possible is lifting and shifting, moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. And then, uh, progressively working through a modernization strateg, always the better approach. And so we spend a lot of time with small to midsize businesses who don't have the technology talent on staff to be able to do >>That. Yeah. They want get set up. But then the dynamic of like latency is huge. We're seeing that edge product is a big part of it. This is not a one-off happening around everywhere. It is. And it's not, it's manufacturing, it's the physical plant or location >>Literally. >>And so, and you're seeing more IOT devices. What's that like right now from a challenge and problem statement standpoint, are the customers, not staff, is the it staff kind of old school? Is it new skills? What's the core problem you guys solve >>In the SMB space? The core issue nine outta 10 times is people get enamored with the latest and greatest. And the reality is not everything that's cloud based. Not all cloud services are the latest and greatest. Some things have been around for quite some time and are hardened solutions. And so, um, what we try to do with technology staff that has traditional on-prem, uh, let's just say skill sets and they're trying to move to a cloud-based workload is we try to help those customers through education and through some practical, let's just call it use case. Um, whether that's a proof of concept that we're doing or whether we're gonna migrate a small workload over, we try to give them the confidence to be able to not, not necessarily go it alone, but to, to, to have the, uh, the Gusto and to really have the, um, the, the opportunity to, to do that in a wise way. Um, and what I find is that most CEOs that I talk to, yeah, they're like, listen, the end of the day, I'm gonna be spending money in one place or another, whether that's OnPrem or in the cloud. I just want to know that I'm doing that in a way that helps me grow as quickly as possible status quo. I think every, every business owner knows that COVID taught us anything that status quo is, uh, is, is no. No. >>Good. How about factoring in the, the agility and speed equation? Does that come up a lot? It >>Does. I think, um, I, there's also this idea that if, uh, if we do a deep dive analysis and we really take a surgical approach to things, um, we're gonna be better off. And the reality is the faster you move with anything cloud based, the better you are. And so there's this assumption that we gotta get it right the first time. Yeah. In the cloud, if you start down your journey in one way and you realize midway that it's not the right, let's just say the right place to go. It's not like buying a piece of iron that you put in the closet and now you own it in the cloud. You can turn those services on and off. It's gives you a much higher density for making decisions and failing >>Forward. Well actually shutting down the abandoning the projects that early and not worrying about it, you got it. I mean, most people don't abandon cause like, oh, I own it. >>Exactly. And >>They get, they get used to it. Like, and then they wait too long. >>That's exactly. Yeah. >>Frog and boiling water as we used to say. So, oh, it's a great analogy. So I mean, this is a dynamic that's interesting. I wanna get more thoughts on it because like I'm a, if I'm a CEO of a company, like, okay, I gotta make my number. Yeah. I gotta keep my people motivated. Yeah. And I gotta move faster. So this is where you, I get the whole thing. And by the way, great service, um, professional services in the cloud right now are so hot because so hot, you can build it and then have option optionality. You got path decisions, you got new services to take advantage of. It's almost too much for customers. It is. I mean, everyone I talked to at reinvent, that's a customer. Well, how many announcements did am jazzy announce or Adam, you know, the 5,000 announcement or whatever. They do huge amounts. Right. Keeping track of it all. Oh, is huge. So what's the, what's the, um, the mission of, of your company. How does, how do you talk to that alignment? Yeah. Not just processes. I can get that like values as companies, cuz they're betting on you and your people. >>They are, they are, >>What's the values. >>Our mission is, is very simple. We want to help every small to midsize business leverage the power of the cloud. Here's the reality. We believe wholeheartedly. This is our vision that every company is going to become a technology company. So we go to market with this idea that every customer's trying to leverage the power of the cloud in some way, shape or form, whether they know it or don't know it. And number two, they're gonna become a tech company in the process of that because everything is so tech-centric. And so when you talk about speed and agility, when you talk about the, the endless options and the endless permutations of solutions that a customer can buy in the cloud, how are you gonna ask a team of one or two people in your, or it department to make all those decisions going it alone or trying to learn it as you go, it only gets you so far working with a partner. >>I'll just give you some perspective. We work with about a thousand small to midsize business customers. More than 50% of those customers are on our managed services. Meaning they know that we have their back Andre or the safety net. So when a customer is saying, all right, I'm gonna spend a couple thousand dollars a month in the cloud. They know that that bill, isn't gonna jump to $10,000 a month going in alone. Who's there to help protect that. Number two, if you have a security posture and let's just say you're high profile and you're gonna potentially be more vulnerable to security attack. If you have a partner, that's all offering you some managed services. Now you, again, you've got that backstop and you've got those services and tooling. We, we offer, um, seven different products, uh, that are part of our managed services that give the customer the tooling, that for them to go out and buy on their own for a customer to go out today and go buy a new Relic solution on their own. It, it would cost 'em a fortune. If >>Training alone would be insane, a factor and the cost. Yes, absolutely. Opportunity cost is huge, >>Huge, absolutely enormous training and development. Something. I think that is often, you know, it's often overlooked technologists. Typically they want to get their skills up. Yeah. They, they love to get the, the stickers and the badges and the pins, um, at innovative in 2018, when, uh, when we made the decision to go all in on the club, I said to the organization, you know, we have this idea that we're gonna pivot and be aligned with AWS in such a way that it's gonna really require us all to get certified. My executive assistant at the time looks at me. She said, even me, I said, yeah, even you, why can't you get certified? Yeah. And so we made, uh, a conscious decision. It wasn't requirement and still isn't today to make sure everybody in the company has the opportunity to become certified. Even the people that are answering the phones at the front desk >>And she could be running the Kubernetes clusters. I love it. It's amazing. >>But I'll tell you what, when that customer calls and they have a real Kubernetes issue, she'll be able to assist and get >>The right people involved. And that's a cultural factor that you guys have. So, so again, this is back to my whole point about SMBs and businesses in general, small en large, it staffs are turning over the gen Z and millennials are in the workforce. They were provisioning top of rack switches. Right. First of all. And so if you're a business, there's also the, I call the build out, um, uh, return factor, ROI piece. At what point in time as an owner or SMB, do I get the ROI? Yeah. I gotta hire a person to manage it. That person's gonna have five zillion job offers. Yep. Uh, maybe who knows? Right. I got cybersecurity issues. Where am I gonna find a cyber person? Yeah. A data compliance. I need a data scientist and a compliance person. Right. Maybe one and the same. Right. Good luck. Trying to find a data scientist. Who's also a compliance person. Yep. And the list goes on. I can just continue. Absolutely. I need an SRE to manage the, the, uh, the sock report and we can pen test. Right. >>Right. >>These are, these are >>Critical issues. This >>Is just like, these are the table stakes. >>Yeah. And, and every, every business owner's thinking about. So that's, >>That's what, at least a million in bloating, if not three or more Just to get that going. Yeah. Then it's like, where's the app. Yeah. So there's no cloud migration. There's no modernization on the app side though. Yeah. No. And nevermind AI and ML. That's >>Right. That's right. So to try to go it alone, to me, it's hard. It it's incredibly difficult. And, and the other thing is, is there's not a lot of partners, so the partner, >>No one's raising their hand boss. I'll >>Do all that >>Exactly. In it department. >>Exactly. >>Like, can we just call up, uh, you know, <laugh> our old vendor. That's >>Right. <laugh> right. Our old vendor. I like it, but that's so true. I mean, when I think about how, if I was a business owner, starting a business to today and I had to build my team, um, and the amount of investment that it would take to get those people skilled up and then the risk factor of those people now having the skills and being so much more in demand and being recruited away, that's a real, that's a real issue. And so how you build your culture around that is, is very important. And it's something that we talk about every, with every one of our small to midsize business. >>So just, I want to get, I want to get your story as CEO. Okay. Take us through your journey. You said you bought the company and your progression to, to being the owner and CEO of innovative award winning guys doing great. Uh, great bet on a good call. Yeah. Things are good. Tell your story. What's your journey? >>It's real simple. I was, uh, was a sophomore at the Rochester Institute of technology in 2003. And, uh, I knew that I, I was going to school for it and I, I knew I wanted to be in tech. I didn't know what I wanted to do, but I knew I didn't wanna code or configure routers and switches. So I had this great opportunity with the local it company that was doing managed services. We didn't call it at that time innovative solutions to come in and, uh, jump on the phone and dial for dollars. I was gonna cold call and introduce other, uh, small to midsize businesses locally in Rochester, New York go to Western New York, um, who innovative was now. We were 19 people at the time. And I came in, I did an internship for six months and I loved it. I learned more in those six months that I probably did in my first couple of years at, uh, at R I T long story short. >>Um, for about seven years, I worked, uh, to really help develop, uh, sales process and methodology for the business so that we could grow and scale. And we grew to about 30 people. And, um, I went to the owners at the time in 2010 and I was like, Hey, I'm growing the value of this business. And who knows where you guys are gonna be another five years? What do you think about making me an owner? And they were like, listen, you got long ways before you're gonna be an owner, but if you stick it out in your patient, we'll, um, we'll work through a succession plan with you. And I said, okay, there were four other individuals at the time that we're gonna also buy the business with >>Me. And they were the owners, no outside capital, >>None zero, well, 2014 comes around. And, uh, the other folks that were gonna buy into the business with me that were also working at innovative for different reasons. They all decided that it wasn't for them. One started a family. The other didn't wanna put capital in. Didn't wanna write a check. Um, the other had a real big problem with having to write a check. If we couldn't make payroll, I'm like, well, that's kind of like if we're owners, we're gonna have to like cover that stuff. <laugh> so >>It's called the pucker factor. >>Exactly. So, uh, I sat down with the CEO in early 2015, and, uh, we made the decision that I was gonna buy the three partners out, um, go through an earn out process, uh, coupled with, uh, an interesting financial strategy that wouldn't strap the business, cuz they care very much. The company still had the opportunity to keep going. So in 2016 I bought the business, um, became the sole owner. And, and at that point we, um, we really focused hard on what do we want this company to be? We had built this company to this point. Yeah. And, uh, and by 2018 we knew that pivoting all going all in on the cloud was important for us and we haven't looked back. >>And at that time, the proof points were coming clearer and clearer 2012 through 15 was the early adopters, the builders, the startups and early enterprises. Yes. The capital ones of the world. Exactly the, uh, and those kinds of big enterprises. The game don't, won't say gamblers, but ones that were very savvy. The innovators, the FinTech folks. Yep. The hardcore glass eating enterprises >>Agreed, agreed to find a small to midsize business, to migrate completely to the cloud as, as infrastructure was considered. That just didn't happen as often. Um, what we were seeing were a lot of our small to midsize business customers, they wanted to leverage cloud based backup, or they wanted to leverage a cloud for disaster recovery because it lent itself. Well, early days, our most common cloud customer though, was the customer that wanted to move messaging and collaboration. The, the Microsoft suite to the cloud and a lot of 'em dipped their toe in the water. But by 2017 we knew infrastructure was around the corner. Yeah. And so, uh, we only had two customers on eight at the time. Um, and we, uh, we, we made the decision to go all in >>Justin. Great to have you on the cube. Thank you. Let's wrap up. Uh, tell me the hottest product that you have. Is it migrations? Is the app modernization? Is it data? What's the hot product and then put a plug in for the company. Awesome. >>So, uh, there's no question. Every customer is looking to migrate workloads and try to figure out how to modernize for the future. We have very interesting, sophisticated yet elegant funding solutions to help customers with the cash flow, uh, constraints that come along with those migrations. So any SMB that's thinking about migrating to the cloud, they should be talking innovative solutions. We know how to do it in a way that allows those customers not to be cash strapped and gives them an opportunity to move forward in a controlled, contained way so that they can modernize. >>So like insurance, basically for them not insurance class in the classic sense, but you help them out on the, on the cash exposure. >>Absolutely. We are known for that and we're known for being creative with those customers, empathetic to where they are in their journey. And >>That's the cloud upside is all about doubling down on the variable wind. That's right. Seeing the value and doubling down on it. Absolutely not praying for it. Yeah. <laugh> all right, Justin. Thanks for coming on. You really appreciate it. Thank >>You very much for having >>Me. Okay. This is the cube coverage here live in San Francisco, California for AWS summit, 2022. I'm John for your host. Thanks for watching with back with more great coverage for two days after this short break >>Live on the floor in San Francisco for 80 west summit, I'm John ferry, host of the cube here for the next two days, getting all the action we're back in person. We're at AWS reinvent a few months ago. Now we're back events are coming back and we're happy to be here with the cube, bringing all the action. Also virtual, we have a hybrid cube, check out the cube.net, Silicon angle.com for all the coverage. After the event. We've got a great guest ticketing off here. Matthew Park, director of solutions, architecture with innovation solutions. The booth is right here. Matthew, welcome to the cube. >>Thank you very much. I'm glad >>To be here. So we're back in person. You're from Tennessee. We were chatting before you came on camera. Um, it's great to have to be back through events. >>It's amazing. This is the first, uh, summit I've been to and what two, three years. >>It's awesome. We'll be at the, uh, New York as well. A lot of developers and a big story this year is as developers look at cloud going distributed computing, you got on premises, you got public cloud, you got the edge. Essentially the cloud operations is running everything dev sec ops, everyone kind of sees that you got containers, you got Kubernetes, you got cloud native. So the, the game is pretty much laid out. Mm. And the edge is with the actions you guys are number one, premier partner at SMB for edge. >>That's right. >>Tell us about what you guys doing at innovative and, uh, what you do. >>That's right. Uh, so I'm the director of solutions architecture. Uh, me and my team are responsible for building out the solutions that are around, especially the edge public cloud out for us edge is anything outside of an AWS availability zone. Uh, we are deploying that in countries that don't have AWS infrastructure in region. They don't have it. Uh, give >>An example, >>Uh, example would be Panama. We have a customer there that, uh, needs to deploy some financial tech data and compute is legally required to be in Panama, but they love AWS and they want to deploy AWS services in region. Uh, so they've taken E EKS anywhere. We've put storage gateway and, uh, snowball, uh, in region inside the country and they're running their FinTech on top of AWS services inside Panama. >>You know, what's interesting, Matthew is that we've been covering Aw since 2013 with the cube about their events. And we watched the progression and jazzy was, uh, was in charge and then became the CEO. Now Adam Slosky is in charge, but the edge has always been that thing they've been trying to, I don't wanna say, trying to avoid, of course, Amazon would listen to customers. They work backwards from the customers. We all know that. Uh, but the real issue was they were they're bread and butters EC two and S three. And then now they got tons of services and the cloud is obviously successful and seeing that, but the edge brings up a whole nother level. >>It does >>Computing. It >>Does. >>That's not central lies in the public cloud. Now they got regions. So what is the issue with the edge what's driving? The behavior. Outpost came out as a reaction to competitive threats and also customer momentum around OT, uh, operational technologies. And it merging. We see with the data at the edge, you got five GM having. So it's pretty obvious, but there was a slow transition. What was the driver for the <affirmative> what's the driver now for edge action for AWS >>Data is the driver for the edge. Data has gravity, right? And it's pulling compute back to where the customer's generating that data and that's happening over and over again. You said it best outpost was a reaction to a competitive situation. Whereas today we have over fit 15 AWS edge services, and those are all reactions to things that customers need inside their data centers on location or in the field like with media companies. >>Outpost is interesting. We always used to riff on the cube, uh, cuz it's basically Amazon in a box, pushed in the data center, uh, running native, all the stuff, but now cloud native operations are kind of become standard. You're starting to see some standard Deepak sings group is doing some amazing work with open source Rauls team on the AI side, obviously, uh, you got SW who's giving the keynote tomorrow. You got the big AI machine learning big part of that edge. Now you can say, okay, outpost, is it relevant today? In other words, did outpost do its job? Cause EKS anywhere seems to be getting a lot of momentum. You see low the zones, the regions are kicking ass for Amazon. This edge piece is evolving. What's your take on EKS anywhere versus say outpost? >>Yeah, I think outpost did its job. It made customers that were looking at outpost really consider, do I wanna invest in this hardware? Do I, do I wanna have, um, this outpost in my data center, do I wanna manage this over the long term? A lot of those customers just transitioned to the public cloud. They went into AWS proper. Some of those customers stayed on prem because they did have use cases that were, uh, not a good fit for outpost. They weren't a good fit. Uh, in the customer's mind for the public AWS cloud inside an availability zone. Now what's happening is as AWS is pushing these services out and saying, we're gonna meet you where you are with 5g. We're gonna meet you where you are with wavelength. We're gonna meet you where you are with EKS anywhere. Uh, I think it has really reduced the amount of times that we have conversations about outposts and it's really increased. We can deploy fast. We don't have to spin up outpost hardware. We can go deploy EKS anywhere in your VMware environment and it's increasing the speed of adoption >>For sure. So you guys are making a lot of good business decisions around managed cloud service. Innovative does that. You have the cloud advisory, the classic professional services for the specific edge piece and, and doing that outside of the availability zones and regions for AWS, um, customers in, in these new areas that you're helping out are they want cloud, like they want to have modernization a modern applications. Obviously they got data machine learning and AI, all part of that. What's the main product or, or, or gap that you're filling for AWS, uh, outside of their available ability zones or their regions that you guys are delivering. What's the key is it. They don't have a footprint. Is it that it's not big enough for them? What's the real gap. What's why, why are you so successful? >>So what customers want when they look towards the cloud is they want to focus on, what's making them money as a business. They wanna focus on their applications. They want focus on their customers. So they look towards AWS cloud and say, AWS, you take the infrastructure. You take, uh, some of the higher layers and we'll focus on our revenue generating business, but there's a gap there between infrastructure and revenue generating business that innovative slides into, uh, we help manage the AWS environment. We help build out these things in local data centers for 32 plus year old company, we have traditional on-premises people that know about deploying hardware that know about deploying VMware to host EKS anywhere. But we also have most of our company totally focused on the AWS cloud. So we're filling that gap in helping deploy these AWS services, manage them over the long term. So our customers can go to just primarily and totally focusing on their revenue generating business. >>So basically you guys are basically building AWS edges, >>Correct? >>For correct companies, correct? Mainly because the, the needs are there, you got data, you got certain products, whether it's, you know, low latency type requirements, right. And then they still work with the regions, right. It's all tied together, right. Is that how it works? Right. >>And, and our customers, even the ones in the edge, they also want us to build out the AWS environment inside the availability zone, because we're always gonna have a failback scenario. If we're gonna deploy FinTech in the Caribbean, we're gonna talk about hurricanes and gonna talk about failing back into the AWS availability zones. So innovative is filling that gap across the board, whether it be inside the AWS cloud or on the AWS edge. >>All right. So I gotta ask you on the, since you're at the edge in these areas, I won't say underserved, but developing areas where now have data, you have applications that are tapping into that, that requirement. It makes total sense. We're seeing across the board. So it's not like it's, it's an outlier it's actually growing. Yeah. There's also the crypto angle. You got the blockchain. Are you seeing any traction at the edge with blockchain? Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech in, in the islands. There are a lot of, lot of, lot of web three happening. What's your, what's your view on the web three world right now, relative >>To we, we have some customers actually deploying crypto, especially, um, especially in the Caribbean. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers that are deploying crypto. A lot of, uh, countries are choosing crypto underly parts of their central banks. Yeah. Um, so it's, it's up and coming. Uh, I, I have some, you know, personal views that, that crypto is still searching for a use case. Yeah. And, uh, I think it's searching a lot and, and we're there to help customers search for that use case. Uh, but, but crypto, as a, as a tech technology, um, lives really well on the AWS edge. Yeah. Uh, and, and we're having more and more people talk to us about that. Yeah. And ask for assistance in the infrastructure because they're developing new cryptocurrencies every day. Yeah. It's not like they're deploying Ethereum or anything specific. They're actually developing new currencies and, and putting them out there on it's >>Interesting. And I mean, first of all, we've been doing crypto for many, many years. We have our own little, um, you know, projects going on. But if you look talk to all the crypto people that say, look, we do a smart contract, we use the blockchain. It's kind of over a lot of overhead. It's not really their technical already, but it's a cultural shift, but there's underserved use cases around use of money, but they're all using the blockchain, just for this like smart contracts for instance, or certain transactions. And they go into Amazon for the database. Yeah. <laugh> they all don't tell anyone we're using a centralized service, but what happened to decent centralized. >>Yeah. And that's, and that's the conversation performance. >>Yeah. >>And, and it's a cost issue. Yeah. And it's a development issue. Um, so I think more and more as, as some of these, uh, currencies maybe come up, some of the smart contracts get into, uh, they find their use cases. I think we'll start talking about how does that really live on, on AWS and, and what does it look like to build decentralized applications, but with AWS hardware and services. >>Right. So take me through a, a use case of a customer, um, Matthew around the edge. Okay. So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. I want to modernize my business. And I got my developers that are totally peaked up on cloud. Um, but we've identified that it's just a lot of overhead latency issues. I need to have a local edge and serve my a and I also want all the benefits of the cloud. So I want the modernization and I wanna migrate to the cloud for all those cloud benefits and the good this of the cloud. What's the answer. Yeah. >>Uh, big thing is, uh, industrial manufacturing, right? That's, that's one of the best use cases, uh, inside industrial manufacturing, we can pull in many of the AWS edge services we can bring in, uh, private 5g, uh, so that all the, uh, equipment inside that, that manufacturing plant can be hooked up. They don't have to pay huge overheads to deploy 5g it's, uh, better than wifi for the industrial space. Um, when we take computing down to that industrial area, uh, because we wanna do pre-procesing on the data. Yeah. We want to gather some analytics. We deploy that with, uh, regular commercially available hardware running VMware, and we deploy EKS anywhere on that. Uh, inside of that manufacturing plant, uh, we can do pre-processing on things coming out of the, uh, the robotics that depending on what we're manufacturing, right. Uh, and then we can take the, those refined analytics and for very low cost with maybe a little bit longer latency transmit those back, um, to the AWS availability zone, the, the standard >>For data lake or whatever, >>To the data lake. Yeah. Data Lakehouse, whatever it might be. Um, and we can do additional data science on that once it gets to the AWS cloud. Uh, but I'll lot of that, uh, just in time business decisions, just in time, manufacturing decisions can all take place on an AWS service or services inside that manufacturing plant. And that's, that's one of the best use cases that we're >>Seeing. And I think, I mean, we've been seeing this on the queue for many, many years, moving data around is very expensive. Yeah. But also compute going of the data that saves that cost yep. On the data transfer also on the benefits of the latency. So I have to ask you, by the way, that's standard best practice now for the folks watching don't move the data unless you have to. Um, but those new things are developing. So I wanna ask you, what new patterns are you seeing emerging once this new architecture's in place? Love that idea, localize everything right at the edge, manufacture, industrial, whatever the use case, retail, whatever it is. Right. But now what does that change in the, in the core cloud? There's a, there's a system element here. Yeah. What's the new pattern. There's >>Actually an organizational element as well, because once you have to start making the decision, do I put this compute at the point of use or do I put this compute in the cloud? Uh, now you start thinking about where business decisions should be taking place. Uh, so not only are you changing your architecture, you're actually changing your organization because you're thinking, you're thinking about a dichotomy you didn't have before. Uh, so now you say, okay, this can take place here. Uh, and maybe, maybe this decision can wait. Yeah. Uh, and then how do I visualize that? By >>The way, it could be a bot tube doing the work for management. Yeah. <laugh> exactly. You got observability going, right. But you gotta change the database architecture in the back. So there's new things developing. You've got more benefit. There >>Are, there are. And, and we have more and more people that, that want to talk less about databases and want to talk more about data lakes because of this. They want to talk more about out. Customers are starting to talk about throwing away data, uh, you know, for the past maybe decade. Yeah. It's been store everything. And one day we will have a data science team that we hire in our organization to do analytics on this decade of data. And well, >>I mean, that's, that's a great point. We don't have time to drill into, maybe we do another session on this, but the one pattern we're seeing of the past year is that throwing away data's bad, even data lakes that so-called turn into data swamps, actually, it's not the case. You look at data, brick, snowflake, and other successes out there. And even time series data, which may seem irrelevant efforts over actually matters when people start retraining their machine learning algorithms. Yep. So as data becomes code, as we call it in our last showcase, we did a whole whole event on this. The data's good in real time and in the lake. Yeah. Because the iteration of the data feeds the machine learning training. Things are getting better with the old data. So it's not throw it away. It's not just business better. Yeah. There's all kinds of new scale. >>There are. And, and we have, uh, many customers that are running pay Toby level. Um, they're, they're essentially data factories on, on, uh, on premises, right? They're, they're creating so much data and they're starting to say, okay, we could analyze this, uh, in the cloud, we could transition it. We could move Aytes of data to the AWS cloud, or we can run, uh, computational workloads on premises. We can really do some analytics on this data transition, uh, those high level and sort of raw analytics back to AWS run 'em through machine learning. Um, and we don't have to transition 10, 12 petabytes of data into AWS. >>So I gotta end the segment on a, on a kind of a, um, fun note. I was told to ask you about your personal background, OnPrem architect, Aus cloud, and skydiving instructor. <laugh> how does that all work together? What tell, what does this mean? Yeah. >>Uh, you >>Jumped out a plane and got a job. You got a customer to jump out >>Kind of. So I was, you jumped out. I was teaching having, uh, before I, before I started in the cloud space, this was 13, 14 years ago. I was a, I still am a sky. I instructor, uh, I was teaching skydiving and I heard out of the corner of my ear, uh, a guy that owned an MSP that was lamenting about, um, you know, storing data and, and how his customers are working. And he can't find an enough people to operate all these workloads. So I walked over and said, Hey, this is, this is what I went to school for. Like, I'd love to, you know, uh, I was living in a tent in the woods, teaching skydiving. I was like, I'd love to not live in a tent in the woods. So, uh, uh, I started and the first day there, uh, we had a, a discussion, uh, EC two had just come out <laugh> and, uh, like, >>This is amazing. >>Yeah. And so we had this discussion, we should start moving customers here. And, uh, and that totally revolutionized that business, um, that, that led to, uh, that that guy actually still owns a skydiving airport. But, um, but through all of that, and through being in on premises, migrated me and myself, my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, now let's take what we learned in the cloud and, and apply those lessons and those services tore >>It's. So it's such a great story, you know, was gonna, you know, you know, the whole, you know, growth mindset pack your own parachute, you know, uh, exactly. You know, the cloud in the early days was pretty much will the shoot open. Yeah. It was pretty much, you had to roll your own cloud at that time. And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. >>And so was Kubernetes by the way, 2015 or so when, uh, when that was coming out, it was, I mean, it was, it was still, and maybe it does still feel like that to some people. Right. But, uh, it was, it was the same kind of feeling that we had in the early days of AWS, the same feeling we have when we >>It's now with you guys, it's more like a tandem jump. Yeah. You know, but, but it's a lot of, lot of this cutting edge stuff, like jumping out of an airplane. Yeah. You got the right equipment. You gotta do the right things. Exactly. >>Right. >>Yeah. Thanks for coming. You really appreciate it. Absolutely great conversation. Thanks for having me. Okay. The cubes here live in San Francisco for eight of us summit. I'm John for host of the cube. Uh, we'll be at a summit in New York coming up in the summer as well. Look up for that. Look up this calendar for all the cube, actually@thecube.net. We'll right back with our next segment after this break. >>Okay. Welcome back everyone to San Francisco live coverage here, we're at the cube a be summit 2022. We're back in person. I'm John fury host of the cube. We'll be at the eighties summit in New York city this summer, check us out then. But right now, two days in San Francisco, getting all the coverage what's going on in the cloud, we got a cube alumni and friend of the cube, my dos car CEO, investor, a Sierra, and also an investor in a bunch of startups, angel investor. Gonna do great to see you. Thanks for coming on the cube. Good to see you. Good to see you. Cool. How are you? Good. >>How hello you. >>So congratulations on all your investments. Uh, you've made a lot of great successes, uh, over the past couple years, uh, and your company raising, uh, some good cash as Sarah. So give us the update. How much cash have you guys raised? What's the status of the company product what's going on? >>First of all, thank you for having me. We're back to be business with you, never after to see you. Uh, so is a company started around four years back. I invested with a few of the investors and now I'm the CEO there. We have raised close to a hundred million there. The investors are people like Norwes Menlo ventures, coastal ventures, Ram Shera, and all those people, all well known guys. And Beckel chime Paul me Mayard web. So whole bunch of operating people and, uh, Silicon valley VCs are involved >>And has it gone? >>It's going well. We are doing really well. We are going almost 300% year over year. Uh, for last three years, the space ISRA is going after is what I call the applying AI for customer service. It operations, it help desk, uh, the same place I used to work at ServiceNow. We are partners with ServiceNow to take, how can we argument for employees and customers, Salesforce, and service now to take you to the next stage? Well, >>I love having you on the cube, Dave and I, Dave LAN as well loves having you on too, because you not only bring the entrepreneurial CEO experience, you're an investor. You're like a, you're like a guest analyst. <laugh> >>You know, who does >>You, >>You >>Get the call fund to talk to you though. You >>Get the commentary, your, your finger in the pulse. Um, so I gotta ask you obviously, AI and machine learning, machine learning AI, or you want to phrase it. Isn't every application. Now, AI first, uh, you're seeing a lot of that going on. You're starting to see companies build the modern applications at the top of the stack. So the cloud scale has hit. We're seeing cloud scale. You predicted that we talked about in the cube many times. Now you have that past layer with a lot more services and cloud native becoming a standard layer. Containerizations growing Docker just raised a hundred million on a $2 billion valuation back from the dead after they pivoted from enterprise services. So open source developers are booming. Um, where's the action. I mean, is there data control plan? Emerging AI needs data. There's a lot of challenges around this. There's a lot of discussions and a lot of companies being funded, observability there's 10 billion observability companies. Data is the key. This is what's your end on this. What's your take. >>Yeah, look, I think I'll give you the few that I see right from my side. Obviously data is very clear. So the things that rumor system of recorded you and me talked about the next layer is called system of intelligence. That's where the AI will play. Like we talk cloud native, it'll be called AI. NA AI enable is a new buzzword and using the AI for customer service. It, you talk about observability. I call it, AIOps applying AOPs for good old it operation management, cloud management. So you'll see the AOPs applied for whole list of, uh, application from observability doing the CMDB, predicting the events insurance. So I see a lot of work clicking for AIOps and AI services. What used to be desk with ServiceNow BMC GLA you see a new ALA emerging as a system of intelligence. Uh, the next would be is applying AI with workflow automation. So that's where you'll see a lot of things called customer workflows, employee workflows. So think of what UI path automation, anywhere ServiceNow are doing, that area will be driven with AI workflows. So you, you see AI going >>Off is RPA. A company is AI, is RPA a feature of something bigger? Or can someone have a company on RPA UI S one will be at their event this summer? Um, is it a product company? I mean, or I mean, RPA is, should be embedded in everything. It's a >>Feature. It is very good point. Very, very good thinking. So one is, it's a category for sure. Like, as we thought, it's a category, it's an area where RPA may change the name. I call it much more about automation, workflow automation, but RPA and automation is a category. Um, it's a company also, but that automation should be embedded in every area. Yeah. Like we call cloud NATO and AI. They it'll become automation data. Yeah. And that's your, thinking's >>Interesting me. I think about the, what you're talking about what's coming to mind is I'm kinda having flashbacks to the old software model of middleware. Remember at middleware, it was very easy to understand it was middleware. It sat between two things and then the middle, and it was software abstraction. Now you have all kinds of workflows, abstractions everywhere. So multiple databases, it's not a monolithic thing. Right? Right. So as you break that down, is this the new modern middleware? Because what you're talking about is data workflows, but they might be siloed. Are they integrated? I mean, these are the challenges. This is crazy. What's the, >>So remember the databases became called polyglot databases. Yeah. I call this one polyglot automation. So you need automation as a layer, as a category, but you also need to put automation in every area like you, you were talking about, it should be part of service. Now it should be part of ISRA. Like every company, every Salesforce. So that's why you see it MuleSoft and sales buying RPA companies. So you'll see all the SaaS companies, cloud companies having an automation as a core. So it's like how you have a database and compute and sales and networking. You'll also have an automation as a layer embedded inside every stack. >>All right. So I wanna shift gears a little bit and get your perspective on what's going on behind us. You can see, uh, behind, as you got the XPO hall got, um, we're back to vis, but you got, you know, AMD, Clum, Dynatrace data, dog, innovative, all the companies out here that we know, we interview them all. They're trying to be suppliers to this growing enterprise market. Right? Okay. But now you also got the entrepreneurial equation. Okay. We're gonna have John Sado on from Deibel later. He's a former NEA guy and we always talk to Jerry, Jen, we know all the, the VCs, what does the startups look like? What does the state of the, in your mind, cause you, I know you invest the entrepreneurial founder situation. Cloud's bigger. Mm-hmm <affirmative> global, right? Data's part of it. You mentioned data's code. Yes. Basically. Data's everything. What's it like for a first an entrepreneur right now who's starting a company. What's the white space. What's the attack plan. How do they get in the market? How do they engineer everything? >>Very good. So I'll give it to, uh, two things that I'm seeing out there. Remember leaders of Amazon created the startups 15 years back. Everybody built on Amazon now, Azure and GCP. The next layer would be people don't just build on Amazon. They're going to build it on top of snow. Flake companies are snowflake becomes a data platform, right? People will build on snowflake, right? So I see my old boss playing ment, try to build companies on snowflake. So you don't build it just on Amazon. You build it on Amazon and snowflake. Snowflake will become your data store. Snowflake will become your data layer, right? So I think that's the next level of companies trying to do that. So if I'm doing observability AI ops, if I'm doing next level of Splunk SIM, I'm gonna build it on snowflake, on Salesforce, on Amazon, on Azure, et cetera. >>It's interesting. You know, Jerry Chan has it put out a thesis a couple months ago called castles in the cloud where your moat is, what you do in the cloud. Not necessarily in the, in the IP. Um, Dave LAN and I had last re invent, coined the term super cloud, right? It's got a lot of traction and a lot of people throwing, throwing mud at us, but we were, our thesis was, is that what Snowflake's doing? What Goldman S Sachs is doing. You're starting to see these clouds on top of clouds. So Amazon's got this huge CapEx advantage. And guys like Charles Fitzgeral out there, who we like was kind of hitting on us saying, Hey, you guys terrible, they didn't get him. Like, yeah, I don't think he gets it, but that's a whole, can't wait to debate him publicly on this. <laugh> cause he's cool. Um, but snowflake is on Amazon. Yes. Now they say they're on Azure now. Cause they've got a bigger market and they're public, but ultimately without a AWS snowflake doesn't exist and, and they're reimagining the data warehouse with the cloud, right? That's the billion dollar opportunity. >>It is. It is. They both are very tight. So imagine what Frank has done at snowflake and Amazon. So if I'm a startup today, I want to build everything on Amazon where possible whatever is, I cannot build. I'll make the pass layer room. The middle layer pass will be snowflake. So I cannot build it on snowflake. I can use them for data layer if I really need to size, I'll build it on force.com Salesforce. Yeah. Right. So I think that's where you'll >>See. So basically the, the, if you're an entrepreneur, the, the north star in terms of the, the outcome is be a super cloud. It >>Is, >>That's the application on another big CapEx ride, the CapEx of AWS or cloud, >>And that reduce your product development, your go to market and you get use the snowflake marketplace to drive your engagement. Yeah. >>Yeah. How are, how is Amazon and the clouds dealing with these big whales, the snowflakes of the world? I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. Yeah. So, I mean, I'll say, I think got Redshift. Amazon has got Redshift. Um, but snowflake big customer. The they're probably paying AWS big, >>I >>Think big bills too. >>So John, very good. Cause it's like how Netflix is and Amazon prime, right. Netflix runs on Amazon, but Amazon has Amazon prime that co-option will be there. So Amazon will have Redshift, but Amazon is also partnering with the snowflake to have native snowflake data warehouse as a data layer. So I think depending on the use case you have to use each of the above, I think snowflake is here for a long term. Yeah. Yeah. So if I'm building an application, I want to use snowflake then writing from stats. >>Well, I think that comes back down to entrepreneurial hustle. Do you have a better product? Right. Product value will ultimately determine it as long as the cloud doesn't, you know, foreclose your value. That's right. With some sort of internal hack, but I've think, I think the general question that I have is that I think it's okay to have a super cloud like that because the rising tide is still happening at some point, when does the rising tide stop and the people shopping up their knives, it gets more competitive or is it just an infinite growth cycle? I >>Think it's growth. You call it closed skill you the word cloud scale. So I think look, cloud will continually agree, increase. I think there's as long as there more movement from on, uh, on-prem to the classical data center, I think there's no reason at this point, the rumor, the old lift and shift that's happening in like my business. I see people lift and shifting from the it operations, it helpless. Even the customer service service. Now the ticket data from BMCs CAS like Microfocus, all those workloads are shifted to the cloud, right? So cloud ticketing system is happening. Cloud system of record is happening. So I think this train has still a long way to go made. >>I wanna get your thoughts for the folks watching that are, uh, enterprise buyers are practitioners, not suppliers to the market. Feel free to text me or DMing. Next question is really about the buying side, which is if I'm a customer, what's the current, um, appetite for startup products. Cause you know, the big enterprises now and you know, small, medium, large, and large enterprise, they're all buying new companies cuz a startup can go from zero to relevant very quickly. So that means now enterprises are engaging heavily with startups. What's it like what's is there a change in order of magnitude of the relationship between the startup selling to, or growing startup selling to an enterprise? Um, have you seen changes there? I mean seeing some stuff, but why don't we get your thoughts on that? What it >>Is you, if I remember going back to our 2007 or eight, when I used to talk to you back then when Amazon started very small, right? We are an Amazon summit here. So I think enterprises on the average used to spend nothing with startups. It's almost like 0% or one person today. Most companies are already spending 20, 30% with startups. Like if I look at a C I will line our business, it's gone. Yeah. Can it go more? I think it can double in the next four, five years. Yeah. Spending on the startups. Yeah. >>And check out, uh, AWS startups.com. That's a site that we built for the startup community for buyers and startups. And I want to get your reaction because I, I reference the URL causes like there's like a bunch of companies we've been promoting because the solution that startups have actually are new stuff. Yes. It's bending, it's shifting left for security or using data differently or um, building tools and platforms for data engineering. Right. Which is a new persona that's emerging. So you know, a lot of good resources there. Um, and goes back now to the data question. Now, getting back to your, what you're working on now is what's your thoughts around this new, um, data engineering persona, you mentioned AIOps, we've been seeing AIOps IOPS booming and that's creating a new developer paradigm that's right. Which we call coin data as code data as code is like infrastructure as code, but it's for data, right? It's developing with data, right? Retraining machine learnings, going back to the data lake, getting data to make, to do analysis, to make the machine learning better post event or post action. So this, this data engineers like an SRE for data, it's a new, scalable role we're seeing. Do you see the same thing? Do you agree? Um, do you disagree or can you share? >>I, a lot of thoughts that Fu I see the AI op solutions in the futures should be not looking back. I need to be like we are in San Francisco bay. That means earthquake prediction. Right? I want AOPs to predict when the outages are gonna happen. When there's a performance issue. I don't think most AOPs vendors have not gone there yet. Like I spend a lot of time with data dog, Cisco app dynamic, right? Dynatrace, all this solution will go future towards predict to pro so solution with AOPs. But what you bring up a very good point on the data side. I think like we have a Amazon marketplace and Amazon for startup, there should be data exchange where you want to create for AOPs and AI service that customers give the data, share the data because we thought the data algorithms are useless. I can give the best algorithm, but I gotta train them, modify them, make them better, make them better. Yeah. And I think their whole data exchange is the industry has not thought through something you and me talk many times. Yeah. Yeah. I think the whole, that area is very important. >>You've always been on, um, on the Vanguard of data because, uh, it's been really fun. Yeah. >>Going back to big data days back in 2009, you know that >>Look at, look how much data bricks has grown. >>It is doubled. The key cloud >>Air kinda went private, so good stuff. What are you working on right now? Give a, give a, um, plug for what you're working on. You'll still investing. >>I do still invest, but look, I'm a hundred percent on ISRA right now. I'm the CEO there. Yeah. Okay. So right. ISRA is my number one baby right now. So I'm looking year that growing customers and my customers, or some of them, you like it's zoom auto desk, McAfee, uh, grand <inaudible>. So all the top customers, um, mainly for it help desk customer service. AIOps those are three product lines and going after enterprise and commercial deals. >>And when should someone buy your product? What's what's their need? What category is it? >>I think they look whenever somebody needs to buy the product is if you need AOP solution to predict, keep your lights on, predict ours. One area. If you want to improve employee experience, you are using a slack teams and you want to automate all your workflows. That's another value problem. Third is customer service. You don't want to hire more people to do it. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service, >>Great stuff, man. Doing great to see you. Thanks for coming on. Congratulations on the success of your company and your investments. Thanks for coming on the cube. Okay. I'm John fur here at the cube live in San Francisco for day one of two days of coverage of a us summit 2022. And we're gonna be at Aus summit in San, uh, in New York in the summer. So look for that on the calendar, of course, go to a us startups.com. That's a site for all the hot startups and of course the cube.net and Silicon angle.com. Thanks for watching. We'll be back more coverage after this short break. >>Okay. Welcome back everyone. This the cubes coverage here in San Francisco, California, a Davis summit, 2022, the beginning of the event season, as it comes back, little bit smaller footprint, a lot of hybrid events going on, but this is actually a physical event, a summit in new York's coming in the summer. We'll be two with the cube on the set. We're getting back in the Groove's psych to be back. We were at reinvent, uh, as well, and we'll see more and more cube, but you're gonna see a lot of virtual cube outta hybrid cube. We wanna get all those conversations, try to get more interviews, more flow going. But right now I'm excited to have Corey Quinn here on the back on the cube chief cloud economist with duck bill groove, he's the founder, uh, and chief content person always got great angles, fun comedy, authoritative Corey. Great to see you. Thank you. >>Thanks. Coming on. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. Most days, >>Shit posting is an art form now. And if you look at mark, Andrew's been doing a lot of shit posting lately. All a billionaires are shit posting, but they don't know how to do it. They're >>Doing it right. There's something opportunity there. It's like, here's how to be even more obnoxious and incisive. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, it's like, I get excited with a nonsense I can do with a $20 gift card for an AWS credit compared to, oh well, if I could buy a mid-size island to begin doing this from, oh, then we're having fun. >>This shit posting trend. Interesting. I was watching a thread go on about, saw someone didn't get a job because of their shit posting and the employer didn't get it. And then someone on this side I'll hire the guy cuz I get that's highly intelligent shit posting. So for the audience that doesn't know what shit posting is, what, what is shitposting >>It's more or less talking about the world of enterprise technology, which even that sentence is hard to finish without falling asleep and toppling out of my chair in front of everyone on the livestream, but it's doing it in such a way that brings it to life that says the quiet part. A lot of the audience is thinking, but generally doesn't say either because they're polite or not a Jack ass or more prosaically are worried about getting fired for better or worse. I don't have that particular constraint, >>Which is why people love you. So let's talk about what you, what you think is, uh, worthy and not worthy in the industry right now, obviously, uh, Cuban coming up in Spain, which they're having a physical event, you see the growth of cloud native Amazon's evolving Atos, especially new CEO. Andy move on to be the chief of all. Amazon just saw him the cover of was it time magazine. Um, he's under a lot of stress. Amazon's changed. Invoice has changed. What's working. What's not, what's rising, what's falling. What's hot. What's not, >>It's easy to sit here and criticize almost anything. These folks do. They're they're effectively in a fishbowl, but I have trouble. Imagine the logistics, it takes to wind up handling the catering for a relatively downscale event like this one this year, let alone running a 1.7 million employee company having to balance all the competing challenges and pressures and the rest. I, I just can't fathom what it would be like to look at all of AWS. And it's, it's sprawling immense, the nominates our entire industry and say, okay, this is a good start, but I, I wanna focus on something with a broader remit. What is that? How do you even get into that position? And you can't win once you're there. All you can do is hold onto the tiger and hope you don't get mold. >>Well, there's a lot of force for good conversations. Seeing a lot of that going on, Amazon's trying to a, is trying to portray themselves, you know, the Pathfinder, you know, you're the pioneer, um, force for good. And I get that and I think that's a good angle as cloud goes mainstream. There's still the question of, we had a guy on just earlier, who was a skydiving instructor and we were joking about the early days of cloud. Like that was like skydiving, build a parachute open, you know, and now it's same kind of thing. As you move to edge, things are like reliable in some areas, but still new, new fringe, new areas. That's crazy. Well, >>Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon and his backfill replacement. The AWS CISO is CJ. Moses who as a hobby races, a as a semi-pro race car, our driver to my understanding, which either, I don't know what direction to take that in either. This is what he does to relax or ultimately, or ultimately it's. Huh? That, that certainly says something about risk assessment. I'm not entirely sure what, but okay. Either way, it sounds like more exciting. Like they >>Better have a replacement ready in case something goes wrong on the track, highly >>Available >>CSOs. I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, which I was never a fan of until I watched that Netflix series. But when you look at the formula one, it's pretty cool. Cause it's got some tech angles, I get the whole data instrumentation thing, but the most coolest thing about formula, the one is they have these new rigs out. Yeah. Where you can actually race in e-sports with other people in pure simulation of the race car. You gotta get the latest and video graphics card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're basically simulating racing. Oh, >>It's great too. And I can see the appeal of these tech companies getting it into it because these things are basically rocket shifts. When those cars go, like they're sitting there, we can instrument every last part of what is going on inside that vehicle. And then AWS crops up. And we can bill on every one of those dimensions too. And it's like slow down their hasty pudding one step at a time. But I do see the appeal. >>So I gotta ask you about, uh, what's going on in your world. I know you have a lot of great SA we've been following you in the queue for many, many years. Got a great newsletter. Check out Corey Quinn's newsletter, uh, screaming in the cloud program. Uh, you're on the cutting edge and you've got a great balance between really being snarky and, and, and really being delivering content. That's exciting, uh, for people, uh, with a little bit of an edge, um, how's that going? Uh, what's the blowback, any blowback late leads there been tick? What was, what are some of the things you're hearing from your audience, more Corey, more Corey. And then of course the, the PR team's calling you >>The weird thing about having an audience beyond a certain size is far and away as a landslide. The most common response I get is silence where it's hi, I'm emailing an awful lot of people at last week in AWS every week and okay. They not have heard me. It. That is not actually true. People just generally don't respond to email because who responds to email newsletters. That sounds like something, a lunatic might do same story with response to live streams and podcasts. It's like, I'm gonna call into that am radio show and give them a piece of my mind. People generally don't do that. >>We should do that. Actually. I think sure would call in. Oh, I, I >>Think >>I guarantee if we had that right now, people would call in and Corey, what do you think about X? >>Yeah. It not, everyone understands the full context of what I do. And in fact, increasingly few people do and that's fine. I, I keep forgetting that sometimes people do not see what I'm doing in the same light that I do. And that's fine. Blowback has been largely minimal. Honestly, I am surprised anything by how little I have gotten over the last five years of doing this, but it would be easier to dismiss me if I weren't generally. Right. When, okay, so you launch this new service and it seems pretty crappy to me cuz when I try and build something, it falls over and begs for help. And people might not like hearing that, but it's what customers are finding too. Yeah. I really am the voice of the customer. >>You know, I always joke with Dave Avante about how John Fort's always at, uh, um, reinvent getting the interview with jazzy now, Andy we're there, you're there. And so we have these rituals at the events. It's all cool. Um, one of the rituals I like about your, um, your content is you like to get on the naming product names. Um, and, and, and, and, and kind of goof on that. Now why I like is because I used to work at ETT Packard where they used to name things as like engineers, HP 1 0, 0 5, or we can't, we >>Have a new monitor. How are we gonna name it? Throw the wireless keyboard down the stairs again. And then there you go. Yeah. >>It's and the old joke at HP was if they, if they invented sushi, they'd say, yeah, we can't call sushi. It's cold, dead fish, but that's what it is. And so the joke was cold. Dead fish is a better name than sushi. So you know is fun. So what's the, what are the, how's the Amazon doing in there? Have they changed their naming, uh, strategy, uh, on some of their, their product >>They're going in different directions. When they named Aurora, they decided to explore a new theme of Disney princesses as they go down those paths. And some things are more descriptive. Some people are clearly getting bonus on number of words, they can shove into it. Like the better a service is the longer it's name. Like AWS systems manager, a session manager is a great one. I love the service ridiculous name. They have a systems manager, parameter store with is great. They have secrets manager, which does the same thing. It's two words less, but that one costs money in a way that systems manage through parameter store does not. It's fun. >>What's your, what's your favorite combination of acronyms >>Combination of you >>Got Ks. You got EMR, you got EC two. You got S three SQS. Well, RedShift's not an acronym. You got >>Gas is one of my personal favorites because it's either elastic block store or elastic bean stock, depending entirely on the context of the conversation, >>They still got bean stock or is that still >>Around? Oh, they never turn anything off. They're like the anti Google, Google turns things off while they're still building it. Whereas Amazon is like, wow, we built this thing in 2005 and everyone hates it. But while we certainly can't change it, now it has three customers on it, John. >>Okay. >>Simple BV still haunts our >>Dreams. I, I actually got an email on, I saw one of my, uh, servers, all these C twos were being deprecated and I got an email I'm like, I couldn't figure out. Why can you just like roll it over? Why, why are you telling me just like, gimme something else. Right. Okay. So let me talk about, uh, the other things I want to ask you is that like, okay, so as Amazon gets better in some areas where do they need more work? And you, your opinion, because obviously they're all interested in new stuff and they tend to like put it out there for their end to end customers. But then they've got ecosystem partners who actually have the same product. Yes. And, and this has been well documented. So it's, it's not controversial. It's just that Amazon's got a database Snowflake's got out database service. So, you know, Redshift, snowflake database is out there. So you've got this optician. Yes. How's that going? And what are you hearing about the reaction to any of that stuff? >>Depends on who you ask. They love to basically trot out a bunch of their partners who will say nice things about them. And it very much has heirs of, let's be honest, a hostage video, but okay. Cuz these companies do partner with Amazon and they cannot afford to rock the boat too far. I'm not partnered with anyone. I can say what I want. And they're basically restricted to taking away my birthday at worse so I can live with that. >>All right. So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Amazon hated that word. Multi-cloud um, a lot of people are saying, you know, it's not a real good marketing word. Like multicloud sounds like, you know, root canal. Mm-hmm <affirmative> right. So is there a better description for multicloud? >>Multiple single >>Loves that term. Yeah. >>You're building in multiple single points of failure. Do it for the right reasons or don't do it as a default. I believe not doing it is probably the, the right answer. However, and if I were, if I were Amazon, I wouldn't want to talk about multi-cloud either as the industry leader, let's talk about other clouds, bad direction to go in from a market cap perspective. It doesn't end well for you, but regardless of what they want to talk about, or don't want to talk about what they say, what they don't say, I tune all of it out. And I look at what customers are doing and multi-cloud exists in a variety of some brilliant, some brain dead. It depends a lot on context. But my general response is when someone gets on stage from a company and tells me to do a thing that directly benefits their company. I am skeptical at best. Yeah. When customers get on stage and say, this is what we're doing because it solves problems. That's when I shut up and listen. >>Yeah. Cool. Awesome. Corey, I gotta ask you a question cause I know you we've been, you know, fellow journey mean in the, in the cloud journey, going to all the events and then the pandemic hit where now in the third year, who knows what it's gonna end, certainly events are gonna look different. They're gonna be either changing footprint with the virtual piece, new group formations community's gonna emerge. You've got a pretty big community growing and it's growing like crazy. What's the weirdest or coolest thing, or just big changes you've seen with the pan endemic, uh, from your perspective, cuz you've been in the you're in the middle of the whitewater rafting. You've seen the events you circle offline. You saw the online piece come in, you're commentating, you're calling balls and strikes in the industry. You got a great team developing over there. Duck bill group. What's the big aha moment that you saw with the pandemic. Weird, funny, serious, real in the industry and with customers what's >>Accessibility. Reinvent is a great example. When in the before times it's open to anyone who wants to attend, who >>Can pony. >>Hello and welcome back to the live cube coverage here in San Francisco, California, the cube live coverage. Two days, day two of a summit, 2022 Aish summit, New York city coming up in summer. We'll be there as well. Events are back. I'm the host, John fur, the Cub got great guest here. Johnny Dallas with Ze. Um, here is on the queue. We're gonna talk about his background. Uh, little trivia here. He was the youngest engineer ever worked at Amazon at the age. 17 had to get escorted into reinvent in Vegas cause he was underage <laugh> with security, all good stories. Now the CEO of company called Z know DevOps kind of focus, managed service, a lot of cool stuff, Johnny, welcome to the cube. >>Thanks John. Great. >>So tell a story. You were the youngest engineer at AWS. >>I was, yes. So I used to work at a company called Bebo. I got started very young. I started working when I was about 14, um, kind of as a software engineer. And when I, uh, it was about 16. I graduated out of high school early, um, working at this company Bebo, still running all of the DevOps at that company. Um, I went to reinvent in about 2018 to give a talk about some of the DevOps software I wrote at that company. Um, but you know, as many of those things were probably familiar with reinvent happens in a casino and I was 16. So was not able to actually go into the, a casino on my own. Um, so I'd have <inaudible> security as well as casino security escort me in to give my talk. >>Did Andy jazzy, was he aware of >>This? Um, you know, that's a great question. I don't know. <laugh> >>I'll ask him great story. So obviously you started a young age. I mean, it's so cool to see you jump right in. I mean, I mean you never grew up with the old school that I used to grew up in and loading package software, loading it onto the server, deploying it, plugging the cables in, I mean you just rocking and rolling with DevOps as you look back now what's the big generational shift because now you got the Z generation coming in, millennials on the workforce. It's changing like no one's putting and software on servers. Yeah, >>No. I mean the tools keep getting better, right? We, we keep creating more abstractions that make it easier and easier. When I, when I started doing DevOps, I could go straight into E two APIs. I had APIs from the get go and you know, my background was, I was a software engineer. I never went through like the CIS admin stack. I, I never had to, like you said, rack servers, myself. I was immediately able to scale. I was managing, I think 2,500 concurrent servers across every Ables region through software. It was a fundamental shift. >>Did you know what an SRE was at that time? >>Uh, >>You were kind of an SRE on >>Yeah, I was basically our first SRE, um, was familiar with the, with the phrasing, but really thought of myself as a software engineer who knows cloud APIs, not a SRE. All >>Right. So let's talk about what's what's going on now as you look at the landscape today, what's the coolest thing that's going on in your mind in cloud? >>Yeah, I think the, I think the coolest thing is, you know, we're seeing the next layer of those abstraction tools exist and that's what we're doing with Z is we've basically gone and we've, we're building an app platform that deploys onto your cloud. So if you're familiar with something like Carku, um, where you just click a GitHub repo, uh, we actually make it that easy. You click a GI hub repo and it will deploy on ALS using a AWS tools. So, >>Right. So this is Z. This is the company. Yes. How old's the company about >>A year and a half old now. >>All right. So explain what it does. >>Yeah. So we make it really easy for any software engineer to deploy on a AWS. It's not SREs. These are the actual application engineers doing the business logic. They don't really want to think about Yamo. They don't really want to configure everything super deeply. They want to say, run this API on S in the best way possible. We've encoded all the best practices into software and we set it up for you. Yeah. >>So I think the problem you're solving is that there's a lot of want be DevOps engineers. And then they realize, oh shit, I don't wanna do this. Yeah. And some people want to do it. They loved under the hood. Right. People love to have infrastructure, but the average developer needs to actually be as agile on scale. So that seems to be the problem you solve. Right? >>Yeah. We, we, we give way more productivity to each individual engineer, you know? >>All right. So let me ask you a question. So let me just say, I'm a developer. Cool. I build this new app. It's a streaming app or whatever. I'm making it up cube here, but let's just say I deploy it. I need your service. But what happens about when my customers say, Hey, what's your SLA? The CDN went down from this it's flaky. Does Amazon have, so how do you handle all that SLA reporting that Amazon provides? Cuz they do a good job with sock reports all through the console. But as you start getting into DevOps <affirmative> and sell your app, mm-hmm <affirmative> you have customer issues. How do you, how do you view that? Yeah, >>Well, I, I think you make a great point of AWS has all this stuff already. AWS has SLAs. AWS has contract. Aw has a lot of the tools that are expected. Um, so we don't have to reinvent the wheel here. What we do is we help people get to those SLAs more easily. So Hey, this is AWS SLA as a default. Um, Hey, we'll fix you your services. This is what you can expect here. Um, but we can really leverage S's reliability of you. Don't have to trust us. You have to trust ALS and trust that the setup is good there. >>Do you handle all the recovery or mitigation between, uh, identification say downtime for instance? Oh, the server's not 99% downtime. Uh, went down for an hour, say something's going on? And is there a service dashboard? How does it get what's the remedy? Do you have a, how does all that work? >>Yeah, so we have some built in remediation. You know, we, we basically say we're gonna do as much as we can to keep your endpoint up 24 7 mm-hmm <affirmative>. If it's something in our control, we'll do it. If it's a disc failure, that's on us. If you push bad code, we won't put out that new version until it's working. Um, so we do a lot to make sure that your endpoint stay is up, um, and then alert you if there's a problem that we can't fix. So cool. Hey S has some downtime, this thing's going on. You need to do this action. Um, we'll let you know. >>All right. So what do you do for fun? >>Yeah, so, uh, for, for fun, um, a lot of side projects. <laugh> uh, >>What's your side hustle right now. You got going on >>The, uh, it's >>A lot of tools playing tools, serverless. >>Yeah, painless. A lot of serverless stuff. Um, I think there's a lot of really cool WAM stuff as well. Going on right now. Um, I love tools is, is the truest answer is I love building something that I can give to somebody else. And they're suddenly twice as productive because of it. Um, >>It's a good feeling, isn't it? >>Oh yeah. There's >>Nothing like tools were platforms. Mm-hmm <affirmative>, you know, the expression, too many tools in the tool. She becomes, you know, tools for all. And then ultimately tools become platforms. What's your view on that? Because if a good tool works and starts to get traction, you need to either add more tools or start building a platform platform versus tool. What's your, what's your view on a reaction to that kind of concept debate? >>Yeah, it's a good question. Uh, we we've basically started as like a, a platform. First of we've really focused on these, uh, developers who don't wanna get deep into the DevOps. And so we've done all of the pieces of the stacks. We do C I C D management. Uh, we do container orchestration, we do monitoring. Um, and now we're, spliting those up into individual tools so they can be used. Awesome in conjunction more. >>All right. So what are some of the use cases that you see for your service? It's DevOps basically nano service DevOps. So people who want a DevOps team, do clients have a DevOps person and then one person, two people what's the requirements to run >>Z. Yeah. So we we've got teams, um, from no DevOps is kind of when they start and then we've had teams grow up to about, uh, five, 10 men DevOps teams. Um, so, you know, as is more infrastructure people come in because we're in your cloud, you're able to go in and configure it on top you're we can't block you. Uh, you wanna use some new AWS service. You're welcome to use that alongside the stack that we deploy >>For you. How many customers do you have now? >>So we've got about 40 companies that are using us for all of their infrastructure, um, kind of across the board, um, as well as >>What's the pricing model. >>Uh, so our pricing model is we, we charge basically similar to an engineering salary. So we charge a monthly rate. We have plans at 300 bucks a month, a thousand bucks a month, and then enterprise plan for >>The requirement scale. Yeah. So back into the people cost, you must have her discounts, not a fully loaded thing, is it? >>Yeah, there's a discounts kind of asking >>Then you pass the Amazon bill. >>Yeah. So our customers actually pay for the Amazon bill themselves. So >>Have their own >>Account. There's no margin on top. You're linking your, a analyst account in, um, got it. Which is huge because we can, we are now able to help our customers get better deals with Amazon. Um, got it. We're incentivized on their team to drive your costs down. >>And what's your unit main unit of economics software scale. >>Yeah. Um, yeah, so we, we think of things as projects. How many services do you have to deploy as that scales up? Um, awesome. >>All right. You're 20 years old now you not even can't even drink legally. <laugh> what are you gonna do when you're 30? We're gonna be there. >>Well, we're, uh, we're making it better, better, >>Better the old guy on the queue here. <laugh> >>I think, uh, I think we're seeing a big shift of, um, you know, we've got these major clouds. ALS is obviously the biggest cloud and it's constantly coming out with new services, but we're starting to see other clouds have built many of the common services. So Kubernetes is a great example. It exists across all the clouds and we're starting to see new platforms come up on top that allow you to leverage tools for multiple times. At the same time. Many of our customers actually have AWS as their primary cloud and they'll have secondary clouds or they'll pull features from other clouds into AWS, um, through our software. I think that's, I'm very excited by that. And I, uh, expect to be working on that when I'm 30. <laugh> awesome. >>Well, you gonna have a good future. I gotta ask you this question cuz uh, you know, I always, I was a computer science undergrad in the, in the, and um, computer science back then was hardcore, mostly systems OS stuff, uh, database compiler. Um, now there's so much compi, right? Mm-hmm <affirmative> how do you look at the high school college curriculum experience slash folks who are nerding out on computer science? It's not one or two things. You've got a lot of, lot of things. I mean, look at Python, data engineering and emerging as a huge skill. What's it, what's it like for college kids now and high school kids? What, what do you think they should be doing if you had to give advice to your 16 year old self back a few years ago now in college? Um, I mean Python's not a great language, but it's super effective for coding and the datas were really relevant, but it's, you've got other language opportunities you've got tools to build. So you got a whole culture of young builders out there. What should, what should people gravitate to in your opinion and stay away from or >>Stay away from? That's a good question. I, I think that first of all, you're very right of the, the amount of developers is increasing so quickly. Um, and so we see more specialization. That's why we also see, you know, these SREs that are different than typical application engineering. You know, you get more specialization in job roles. Um, I think if, what I'd say to my 16 year old self is do projects, um, the, I learned most of my, what I've learned just on the job or online trying things, playing with different technologies, actually getting stuff out into the world, um, way more useful than what you'll learn in kind of a college classroom. I think classroom's great to, uh, get a basis, but you need to go out and experiment actually try things. >>You know? I think that's great advice. In fact, I would just say from my experience of doing all the hard stuff and cloud is so great for just saying, okay, I'm done, I'm banning the project. Move on. Yeah. Cause you know, it's not gonna work in the old days. You have to build this data center. I bought all this, you know, people hang on to the old, you know, project and try to force it out there. Now you >>Can launch a project now, >>Instant gratification, it ain't working <laugh> or this is shut it down and then move on to something new. >>Yeah, exactly. Instantly you should be able to do that much more quickly. Right. So >>You're saying get those projects and don't be afraid to shut it down. Mm-hmm <affirmative> that? Do you agree with that? >>Yeah. I think it's ex experiment. Uh, you're probably not gonna hit it rich on the first one. It's probably not gonna be that idea is the genius idea. So don't be afraid to get rid of things and just try over and over again. It's it's number of reps >>That'll win. I was commenting online. Elon Musk was gonna buy Twitter, that whole Twitter thing. And someone said, Hey, you know, what's the, I go look at the product group at Twitter's been so messed up because they actually did get it right on the first time. And we can just a great product. They could never change it because people would freak out and the utility of Twitter. I mean, they gotta add some things, the added button and we all know what they need to add, but the product, it was just like this internal dysfunction, the product team, what are we gonna work on? Don't change the product so that you kind of have there's opportunities out there where you might get the lucky strike right outta the gate. Yeah. Right. You don't know. >>It's almost a curse too. It's you're not gonna hit curse Twitter. You're not gonna hit a rich the second time too. So yeah. >><laugh> Johnny Dallas. Thanks for coming on the cube. Really appreciate it. Give a plug for your company. Um, take a minute to explain what you're working on. What you're look looking for. You hiring funding. Customers. Just give a plug, uh, last minute and kind the last word. >>Yeah. So, um, John Dallas from Ze, if you, uh, need any help with your DevOps, if you're a early startup, you don't have DevOps team, um, or you're trying to deploy across clouds, check us out z.com. Um, we are actively hiring. So if you are a software engineer excited about tools and cloud, or you're interested in helping getting this message out there, hit me up. Um, find us on z.co. >>Yeah. LinkedIn Twitter handle GitHub handle. >>Yeah. I'm the only Johnny on a LinkedIn and GitHub and underscore Johnny Dallas underscore on Twitter. All right. Um, >>Johnny Dallas, the youngest engineer working at Amazon, um, now 20 we're on great new project here in the cube. Builders are all young. They're growing into the business. They got cloud at their, at their back it's tailwind. I wish I was 20. Again, this is a I'm John for your host. Thanks for watching. Thanks. >>Welcome >>Back to the cubes. Live coverage of a AWS summit in San Francisco, California events are back, uh, ADAS summit in New York cities. This summer, the cube will be there as well. Check us out there lot. I'm glad we have events back. It's great to have everyone here. I'm John furry host of the cube. Dr. Matt wood is with me cube alumni now VP of business analytics division of AWS. Matt. Great to see you. Thank >>You, John. Great to be here. >>Appreciate it. I always call you Dr. Matt wood, because Andy jazzy always says Dr. Matt, we >>Would introduce you on the he's the one and only the one and >>Only Dr. Matt wood >>In joke. I love it. >>Andy style. And I think you had walkup music too on, you know, >>Too. Yes. We all have our own personalized walk. >>So talk about your new role. I not new role, but you're running up, um, analytics, business or AWS. What does that consist of right now? >>Sure. So I work, I've got what I consider to be the one of the best jobs in the world. Uh, I get to work with our customers and, uh, the teams at AWS, uh, to build the analytics services that millions of our customers use to, um, uh, slice dice, pivot, uh, better understand their day data, um, look at how they can use that data for, um, reporting, looking backwards and also look at how they can use that data looking forward. So predictive analytics and machine learning. So whether it is, you know, slicing and dicing in the lower level of, uh Hado and the big data engines, or whether you're doing ETR with glue or whether you're visualizing the data in quick side or building models in SageMaker. I got my, uh, fingers in a lot of pies. >>You know, one of the benefits of, uh, having cube coverage with AWS since 2013 is watching the progression. You were on the cube that first year we were at reinvent 2013 and look at how machine learning just exploded onto the scene. You were involved in that from day one is still day one, as you guys say mm-hmm <affirmative>, what's the big thing now. I mean, look at, look at just what happened. Machine learning comes in and then a slew of services come in and got SageMaker became a hot seller, right outta the gate. Mm-hmm <affirmative> the database stuff was kicking butt. So all this is now booming. Mm-hmm <affirmative> that was the real generational changeover for <inaudible> what's the perspective. What's your perspective on, yeah, >>I think how that's evolved. No, I think it's a really good point. I, I totally agree. I think for machine machine learning, um, there was sort of a Renaissance in machine learning and the application of machine learning machine learning as a technology has been around for 50 years, let's say, but, uh, to do machine learning, right? You need like a lot of data, the data needs to be high quality. You need a lot of compute to be able to train those models and you have to be able to evaluate what those mean as you apply them to real world problems. And so the cloud really removed a lot of the constraints. Finally, customers had all of the data that they needed. We gave them services to be able to label that data in a high quality way. There's all the compute. You need to be able to train the models <laugh> and so where you go. >>And so the cloud really enabled this Renaissance with machine learning, and we're seeing honestly, a similar Renaissance with, uh, with data, uh, and analytics. You know, if you look back, you know, five, 10 years, um, analytics was something you did in batch, like your data warehouse ran a analysis to do, uh, reconciliation at the end of the month. And then was it? Yeah. And so that's when you needed it, but today, if your Redshift cluster isn't available, uh, Uber drivers don't turn up door dash deliveries, don't get made. It's analytics is now central to virtually every business and it is central to every virtually every business is digital transformation. Yeah. And be able to take that data from a variety of sources here, or to query it with high performance mm-hmm <affirmative> to be able to actually then start to augment that data with real information, which usually comes from technical experts and domain experts to form, you know, wisdom and information from raw data. That's kind of, uh, what most organizations are trying to do when they kind of go through this analytics journey. It's >>Interesting, you know, Dave LAN and I always talk on the cube, but out, you know, the future and, and you look back, the things we were talking about six years ago are actually happening now. Yeah. And it's not a, a, a, you know, hyped up statement to say digital transformation. It actually's happening now. And there's also times where we bang our fist on the table, say, I really think this is so important. And Dave says, John, you're gonna die on that hill <laugh>. >>And >>So I I'm excited that this year, for the first time I didn't die on that hill. I've been saying data you're right. Data as code is the next infrastructure as code mm-hmm <affirmative>. And Dave's like, what do you mean by that? We're talking about like how data gets and it's happening. So we just had an event on our 80 bus startups.com site mm-hmm <affirmative>, um, a showcase with startups and the theme was data as code and interesting new trends emerging really clearly the role of a data engineer, right? Like an SRE, what an SRE did for cloud. You have a new data engineering role because of the developer on, uh, onboarding is massively increasing exponentially, new developers, data science, scientists are growing mm-hmm <affirmative> and the, but the pipelining and managing and engineering as a system. Yeah. Almost like an operating system >>And as a discipline. >>So what's your reaction to that about this data engineer data as code, because if you have horizontally scalable data, you've gotta be open that's hard. <laugh> mm-hmm <affirmative> and you gotta silo the data that needs to be siloed for compliance and reasons. So that's got a very policy around that. So what's your reaction to data as code and data engineering and >>Phenomenon? Yeah, I think it's, it's a really good point. I think, you know, like with any, with any technology, uh, project inside an organization, you know, success with analytics or machine learning is it's kind of 50% technology and then 50% cultural. And, uh, you have often domain experts. Those are, could be physicians or drug experts, or they could be financial experts or whoever they might be got deep domain expertise. And then you've got technical implementation teams and it's kind of a natural often repulsive force. I don't mean that rudely, but they, they just, they don't talk the same language. And so the more complex the domain and the more complex the technology, the stronger that repulsive force, and it can become very difficult for, um, domain experts to work closely with the technical experts, to be able to actually get business decisions made. And so what data engineering does and data engineering is in some cases team, or it can be a role that you play. >>Uh, it's really allowing those two disciplines to speak the same language it provides. You can think of it as plumbing, but I think of it as like a bridge, it's a bridge between like the technical implementation and the domain experts. And that requires like a very disparate range of skills. You've gotta understand about statistics. You've gotta understand about the implementation. You've gotta understand about the, it, you've gotta understand and understand about the domain. And if you could pull all of that together, that data engineering discipline can be incredibly transformative for an organization, cuz it builds the bridge between those two >>Groups. You know, I was advising some, uh, young computer science students at the sophomore junior level, uh, just a couple weeks ago. And I told 'em, I would ask someone at Amazon, this questions I'll ask you since you're, you've been in the middle of of it for years, they were asking me and I was trying to mentor them on. What, how do you become a data engineer from a practical standpoint, uh, courseware projects to work on how to think, um, not just coding Python cause everyone's coding in Python mm-hmm <affirmative> but what else can they do? So I was trying to help them and I didn't really know the answer myself. I was just trying to like kind of help figure it out with them. So what is the answer in your opinion or the thoughts around advice to young students who want to be data engineers? Cuz data scientists is pretty clear in what that is. Yeah. You use tools, you make visualizations, you manage data, you get answers and insights and apply that to the business. That's an application mm-hmm <affirmative>, that's not the, you know, sta standing up a stack or managing the infrastructure. What, so what does that coding look like? What would your advice be to >>Yeah, I think >>Folks getting into a data engineering role. >>Yeah. I think if you, if you believe this, what I said earlier about like 50% technology, 50% culture, like the, the number one technology to learn as a data engineer is the tools in the cloud, which allow you to aggregate data from virtually any source into something which is incrementally more valuable for the organization. That's really what data engineering is all about. It's about taking from multiple sources. Some people call them silos, but silos indicates that the, the storage is kind of fungible or UND differentiated. That that's really not the case. Success requires you to really purpose built well crafted high performance, low cost engines for all of your data. So understanding those tools and understanding how to use 'em, that's probably the most important technical piece. Um, and yeah, Python and programming and statistics goes along with that, I think. And then the most important cultural part, I think is it's just curiosity. >>Like you want to be able to, as a data engineer, you want to have a natural curiosity that drives you to seek the truth inside an organization, seek the truth of a particular problem and to be able to engage, cuz you're probably, you're gonna have some choice as you go through your career about which domain you end up in, like maybe you're really passionate about healthcare. Maybe you're really just passionate about your transportation or media, whatever it might be. And you can allow that to drive a certain amount of curiosity, but within those roles, like the domains are so broad, you kind of gotta allow your curiosity to develop and lead, to ask the right questions and engage in the right way with your teams. So because you can have all the technical skills in the world, but if you're not able to help the team's truths seek through that curiosity, you simply won't be successful. >>We just had a guest on 20 year old, um, engineer, founder, Johnny Dallas, who was 16 when he worked at Amazon youngest engineer at >>Johnny Dallas is a great name by the that's fantastic. It's his real name? >>It sounds like a football player. Rockstar. I should call Johnny. I have Johnny Johnny cube. Uh it's me. Um, so, but he's young and, and he, he was saying, you know, his advice was just do projects. >>Yeah. That's get hands on. >>Yeah. And I was saying, Hey, I came from the old days though, you get to stand stuff up and you hugged onto the assets. Cause you didn't wanna kill the cause you spent all this money and, and he's like, yeah, with cloud, you can shut it down. If you do a project that's not working and you get bad data, no one's adopting it or you don't want like it anymore. You shut it down. Just something >>Else. Totally >>Instantly abandoned it. Move onto something new. >>Yeah. With progression. Totally. And it, the, the blast radius of, um, decisions is just way reduced, gone. Like we talk a lot about like trying to, you know, in the old world trying to find the resources and get the funding. And it's like, right. I wanna try out this kind of random idea that could be a big deal for the organization. I need 50 million in a new data center. Like you're not gonna get anywhere. You, >>You do a proposal working backwards, document >>Kinds, all that, that sort of stuff got hoops. So, so all of that is gone, but we sometimes forget that a big part of that is just the, the prototyping and the experimentation and the limited blast radius in terms of cost. And honestly, the most important thing is time just being able to jump in there, get fingers on keyboards, just try this stuff out. And that's why at AWS, we have part of the reason we have so many services because we want, when you get into AWS, we want the whole toolbox to be available to every developer. And so, as your ideas developed, you may want to jump from, you know, data that you have, that's already in a database to doing realtime data. Yeah. And then you can just, you have the tools there. And when you want to get into real time data, you don't just have kineses, but you have real time analytics and you can run SQL again, that data is like the, the capabilities and the breadth, like really matter when it comes to prototyping and, and >>That's culture too. That's the culture piece, because what was once a dysfunctional behavior, I'm gonna go off the reservation and try something behind my boss's back or cause now as a side hustle or fun project. Yeah. So for fun, you can just code something. Yeah, >>Totally. I remember my first Haddo project, I found almost literally a decommissioned set of servers in the data center that no one was using. They were super old. They're about to be literally turned off. And I managed to convince the team to leave them on for me for like another month. And I installed her DUP on them and like, got them going. It's like, that just seems crazy to me now that I, I had to go and convince anybody not to turn these service off, but what >>It was like for that, when you came up with elastic map produce, because you said this is too hard, we gotta make it >>Easier. Basically. Yes. <laugh> I was installing Haddo version, you know, beta nor 0.9 or whatever it was. It's like, this is really hard. This is really hard. >>We simpler. All right. Good stuff. I love the, the walk down memory lane and also your advice. Great stuff. I think culture's huge. I think. And that's why I like Adam's keynote to reinvent Adam. Lesky talk about path minds and trail blazers because that's a blast radius impact. Mm-hmm <affirmative> when you can actually have innovation organically just come from anywhere. Yeah, that's totally cool. Totally. Let's get into the products. Serverless has been hot mm-hmm <affirmative> uh, we hear a lot about EKS is hot. Uh, containers are booming. Kubernetes is getting adopted. There's still a lot of work to do there. Lambda cloud native developers are booming, serverless Lambda. How does that impact the analytics piece? Can you share the hot, um, products around how that translates? Sure, absolutely. Yeah, the SageMaker >>Yeah, I think it's a, if you look at kind of the evolution and what customers are asking for, they're not, you know, they don't just want low cost. They don't just want this broad set of services. They don't just want, you know, those services to have deep capabilities. They want those services to have as lower operating cost over time as possible. So we kind of really got it down. We got built a lot of muscle, lot of services about getting up and running and experimenting and prototyping and turning things off and turn turning them on and turning them off. And like, that's all great. But actually the, you really only most projects start something once and then stop something once. And maybe there's an hour in between, or maybe there's a year, but the real expense in terms of time and, and complexity is sometimes in that running cost. Yeah. And so, um, we've heard very loudly and clearly from customers that they want, that, that running cost is just undifferentiated to them and they wanna spend more time on their work and in analytics that is, you know, slicing the data, pivoting the data, combining the data, labeling the data, training their models, uh, you know, running inference against their models, uh, and less time doing the operational pieces. >>So is that why the servers focus is there? >>Yeah, absolutely. It, it dramatically reduces the skill required to run these, uh, workloads of any scale. And it dramatically reduces the UND differentiated, heavy lifting, cuz you get to focus more of the time that you would've spent on the operation on the actual work that you wanna get done. And so if you look at something just like Redshift serverless that we launched a reinvent, you know, there's a kind of a, we have a lot of customers that want to run like a, uh, the cluster and they want to get into the, the weeds where there is benefit. We have a lot of customers that say, you know, I there's no benefit for me though. I just wanna do the analytics. So you run the operational piece, you're the experts we've run. You know, we run 60 million instant startups every single day. Like we do this a lot. Exactly. We understand the operation. I >>Want the answers come on. So >>Just give the answers or just let, give me the notebook or just give the inference prediction. So today for example, we announced, um, you know, serverless inference. So now once you've trained your machine learning model, just, uh, run a few, uh, lines of code or you just click a few buttons and then yeah, you got an inference endpoint that you do not have to manage. And whether you're doing one query against that endpoint, you know, per hour or you're doing, you know, 10 million, but we'll just scale it on the back end. You >>Know, I know we got not a lot of time left, but I want, wanna get your reaction to this. One of the things about the data lakes, not being data swamps has been from what I've been reporting and hearing from customers is that they want to retrain their machine learning algorithm. They want, they need that data. They need the, the, the realtime data and they need the time series data, even though the time has passed, they gotta store in the data lake mm-hmm <affirmative>. So now the data lakes main function is being reusing the data to actually retrain. Yeah, >>That's >>Right. It worked properly. So a lot of, lot of postmortems turn into actually business improvements to make the machine learning smarter, faster. You see that same way. Do you see it the same way? Yeah, >>I think it's, I think it's really interesting. No, I think it's really interesting because you know, we talk it's, it's convenient to kind of think of analytics as a very clear progression from like point a point B, but really it's, you are navigating terrain for which you do not have a map and you need a lot of help to navigate that terrain. Yeah. And so, you know, being, having these services in place, not having to run the operations of those services, being able to have those services be secure and well governed, and we added PII detection today, you know, something you can do automatically, uh, to be able to use their, uh, any unstructured data run queries against that unstructured data. So today we added, you know, um, text extract queries. So you can just say, well, uh, you can scan a badge for example, and say, well, what's the name on this badge? And you don't have to identify where it is. We'll do all of that work for you. So there's a often a, it's more like a branch than it is just a, a normal, uh, a to B path, a linear path. Uh, and that includes loops backwards. And sometimes you gotta get the results and use those to make improvements further upstream. And sometimes you've gotta use those. And when you're downstream, you'll be like, ah, I remember that. And you come back and bring it all together. So awesome. It's um, it's, uh, uh, it's a wonderful >>Work for sure. Dr. Matt wood here in the queue. Got just take the last word and give the update. Why you're here. What's the big news happening that you're announcing here at summit in San Francisco, California, and update on the, the business analytics >>Group? Yeah, I think, you know, one of the, we did a lot of announcements in the keynote, uh, encouraged everyone to take a look at that. Uh, this morning was Swami. Uh, one of the ones I'm most excited about, uh, is the opportunity to be able to take, uh, dashboards, visualizations. We're all used to using these things. We see them in our business intelligence tools, uh, all over the place. However, what we've heard from customers is like, yes, I want those analytics. I want their visualization. I want it to be up to date, but you know, I don't actually want to have to go my tools where I'm actually doing my work to another separate tool to be able to look at that information. And so today we announced, uh, one click public embedding for quick side dashboards. So today you can literally, as easily as embedding a YouTube video, you can take a dashboard that you've built inside, quick site cut and paste the HTML, paste it into your application and that's it. That's all you have to do. It takes seconds and >>It gets updated in real time. >>Updated in real time, it's interactive. You can do everything that you would normally do. You can brand it like this is there's no power by quick site button or anything like that. You can change the colors, make it fit in perfectly with your, with your applications. So that's sitting incredibly powerful way of being able to take a, uh, an analytics capability that today sits inside its own little fiefdom and put it just everywhere. It's, uh, very transformative. >>Awesome. And the, the business is going well. You got the serverless and your tailwind for you there. Good stuff, Dr. Matt with thank you. Coming on the cube >>Anytime. Thank >>You. Okay. This is the cubes cover of eight summit, 2022 in San Francisco, California. I'm John host cube. Stay with us with more coverage of day two after this short break.

Published Date : Apr 20 2022

SUMMARY :

And I think there's no better place to, uh, service those people than in the cloud and uh, Well, first of all, congratulations, and by the way, you got a great pedigree and great background, super smart, You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. Ts is one big enterprise, cuz you gotta have imutability you got performance issues. of history and have been involved in open source in the cloud would say that we're, you know, much of what we're doing is, Yeah. the more time you spend in this world is this is the fastest growing part I get it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, I call it the user driven revolution. And so that's that I, that I think is really this revolution that you see, the sixties was rebellion against the fifties and the man and, you know, summer of love. like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would So what I'm trying to get at is that, do you see the young cultural revolution look, you know, you were not designed in the cloud era. You gotta convince someone to part with their ch their money and the first money in which you do a lot of it's And the persona of the entrepreneur would be, you know, so somebody who was a great salesperson or somebody who tell a great story, software, like the user is only gonna give you 90 seconds to figure out whether or not you're storytelling's fine with you an extrovert or introvert, have your style, sell the story in a way that's So I think the more that you can show in the road, you can get through short term spills. I think many people that, that do what we do for a living, we'll say, you know, What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at And the they're the only things we do day in, Uh, and finally, it's the gift that keeps on giving. But if you think about it, the whole economy is moving online. So you get the convergence of national security, I mean, arguably again, it's the area of the world that people should be I gotta, I gotta say, you gotta love your firm. Huge fan of what you guys are doing here. Again, John host of the cube. Thank you for having me. What do you guys do? and obviously in New York, uh, you know, the business was never like this, How is this factoring into what you guys do and your growth cuz you moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. manufacturing, it's the physical plant or location And you guys solve And the reality is not everything that's And the reality is the faster you move with anything cloud based, Well actually shutting down the abandoning, the projects that early, not worrying about it, And they get, they get used to it. I can get that like values as companies, cuz they're betting on you and your people. that a customer can buy in the cloud, how are you gonna ask a team of one or two people in If you have a partner that's offering you some managed services. I mean the cost. sure everybody in the company has the opportunity to become certified. Desk and she could be running the Kubernetes clusters. It's And that's a cultural factor that you guys have. There's no modernization on the app side. And the other thing is, is there's not a lot of partners, In the it department. I like it, And so how you build your culture around that is, is very important. You said you bought the company and We didn't call it at that time innovative solutions to come in and, And they were like, listen, you got long ways before you're gonna be an owner. Um, the other had a real big problem with having to write a check. So in 2016 I bought the business, um, became the sole owner. The capital ones of the world. The, the Microsoft suite to the cloud. Uh, tell me the hottest product that you have. funding solutions to help customers with the cash flow, uh, constraints that come along with those migrations. on the cash exposure. We are known for that and we're known for being creative with those customers and being empathetic And that's the cloud upside is all about doubling down on the variable win that's right. I'm John for your host. I'm John for host of the cube here for the next Thank you very much. We were chatting before you came on camera. This is the first, uh, summit I've been to, to in what two, three is running everything devs sec ops, everyone kind of sees that you got containers, you got Benet, Tell us about what you guys doing at innovative and, uh, what you do. Uh, so I'm the director of solutions architecture. We have a customer there that, uh, needs to deploy but the real issue was they were they're bread and butters EC two and S three. the data at the edge, you got five GM having. Data in is the driver for the edge. side, obviously, uh, you got SW who's giving the keynote tomorrow. And it's increasing the speed of adoption So you guys are making a lot of good business decisions around managed cloud service. You take the infrastructure, you got certain products, whether it's, you know, low latency type requirements, So innovative is filling that gap across the Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers We have our own little, um, you know, I think we'll start talking about how does that really live on, So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. That's, that's one of the best use cases, And that's, that's one of the best use cases that we're move the data unless you have to. Uh, so not only are you changing your architecture, you're actually changing your organization because you're But you gotta change the database architecture on the back. Uh, you know, for the past maybe decade. We don't have time to drill into, maybe we do another session this, but the one pattern we're seeing come of the past of data to AWS cloud, or we can run, uh, computational workloads So I gotta end the segment on a, on a, kind of a, um, fun, I was told to ask you You got a customer to jump I started in the first day there, we had a, and, uh, my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. the same feeling we have when we It's much now with you guys, it's more like a tandem jump. Matthew, thanks for coming on the cube. I'm John furry host of the cube. What's the status of the company product what's going on? We're back to be business with you never while after. It operations, it help desk the same place I used to work at ServiceNow. I love having you on the cube, Dave and I, and Dave Valenti as well loves having you on too, because you not only bring the entrepreneurial So the cloud scale has hit. So the things that room system of record that you and me talked about, the next layer is called system of intelligence. I mean, I mean, RPA is almost, should be embedded in everything. And that's your thinking. So as you break that down, is this So it's like how you have a database and compute and sales and networking. uh, behind us, you got the expo hall. So you don't build it just on Amazon. kind of shitting on us saying, Hey, you guys terrible, they didn't get it. Remember the middle layer pass will be snowflake so I Basically the, if you're an entrepreneur, the, the north star in terms of the, the outcome is be And that reduce your product development, your go to market and you get use the snowflake marketplace to I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. So I think depending on the application use case, you have to use each of the above. I have is that I, I think it's okay to have a super cloud like that because the rising tide is still happening I see people lift and shifting from the it operations. the big enterprises now and you know, small, medium, large and large enterprise are all buying new companies If I growing by or 2007 or eight, when I used to talk to you back then and Amazon started So you know, a lot of good resources there. Yourself a lot of first is I see the AIOP solutions in the future should be not looking back. I think the whole, that area is very important. Yeah. They doubled the What are you working on right now? I'm the CEO there. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service. I mentioned that it's decipher all the hot startups and of course the cube.net and Silicon angle.com. We're getting back in the groove psych to be back. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. And if you look at mark, Andrew's been doing a lot of shit posting lately. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, So for the audience that doesn't know what shit posting is, what is shit posting? A lot of the audience is thinking, in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, And you can't win once you're there. of us is trying to portray themselves as you know, the Pathfinder, you know, you're the pioneer, Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, And I can see the appeal of these tech companies getting into it because these things are basically So I gotta ask you about, uh, what's going on in your world. People just generally don't respond to email because who responds I think you're people would call in, oh, People would call in and say, Corey, what do you think about X? Honestly, I am surprised about anything by how little I have gotten over the last five years of doing this, Um, one of the rituals I like about your, um, And then there you go. And so the joke was cold. I love the service ridiculous name. You got EMR, you got EC two, They're like the anti Google, Google turns things off while they're still building it. So let me talk about, uh, the other things I want to ask you, is that like, okay. Depends on who you ask. Um, a lot of people though saying, you know, it's not a real good marketing Yeah. I believe not doing it is probably the right answer. What's the big aha moment that you saw with the pandemic. When in the before times it's open to anyone I look forward to it. What else have you seen? But they will change a browser tab and you won't get them back. It's always fun in the, in the meetings when you're ho to someone and their colleague is messaging them about, This guy is really weird. Yes I am and I bring it into the conversation and then everyone's uncomfortable. do you wanna take that about no, I'm good. I don't the only entire sure. You're starting to see much more of like yeah. Tell me about the painful spot that you More, more, I think you nailed it. And that is the next big revelation of this industry is going to realize you have different companies. Corey, final question for, uh, what are you here doing? We fixed the horrifying AWS bill, both from engineering and architecture, So thanks for coming to the cube and And of course reinvent the end of the year for all the cube Yeah. We'll start That's the official name. Yeah, What's the, how was you guys organized? And the intention there is to So partnerships are key. Um, so I've got a team of partner managers that are located throughout the us, I love the white glove service, but translate that what's in it for what um, sort of laser focus on what are you really good at and how can we bring that to the customer as And there's a lot that you can do with AWS, but focus is truly the key word there because What are some of the cool things you guys have seen in the APN that you can point to? I mean, I can point to few, you can take them. Um, and through that we provide You gotta, I mean, when you get funding, it's still day one. And our job is to try to make I mean, you guys are the number one cloud in the business, the growth in every sector is booming. competency programs, the DevOps competencies, the security competency, which continues to help, I mean, you got a good question, you know, thousand flowers blooming all the time. lot of the ISVs that we look after are infrastructure ISVs. So what infrastructure, Exactly. So infrastructure as well, like storage back up ransomware Right. spread, and then someone to actually do the co-sell, uh, day to day activities to help them get in I mean, you know, ask the res are evolving, that role of DevOps is taking on dev SecOps. So the partner development manager can be an escalation for absolutely. And you guys, how is that partner managers, uh, measure And then co-sell not only are we helping these partners win their current opportunities but that's a huge goal of ours to help them grow their top line. I have one partner here that you guys work And so that's, our job is how do you get that great tech in lot of holes and gaps in the opportunities with a AWS. Uh, and making a lot of noise here in the United States, which is great. Let's see if they crash, you know, Um, and so I've actually seen many of our startups grow So you get your economics, that's the playbook of the ventures and the models. How I'm on the cloud. And, or not provide, or, you know, bring any fruit to the table, for startups, what you guys bring to the table and we'll close it out. And that's what we're here for. It's a good way to, it's a good way to put it. Great to see you love working with you guys. I'm John for host of the cube. Always great to come and talk to you on the queue, man. And it's here, you predicted it 11 years ago. do claim credit for, for sort of catching that bus early, um, you know, at the board level, the other found, you know, the people there, uh, cloud, you know, Amazon, And the, you know, there's sort of the transactions, you know, what you bought today are something like that. So now you have another, the sort of MIT research be mainstream, you know, observe for the folks who don't know what you guys do. So, um, we realized, you know, a handful of years ago, let's say five years ago that, And, um, you know, part of the observed story is we think that to go big in the cloud, you can have a cloud on a cloud, And, and then that was the, you know, Yeah. say the, the big data world, what Oracle did for the relational data world, you know, way back 25 years ago. So you're building on top of snowflake, And, um, you know, I've had folks say to me, I am more on snowing. Stay on the board, then you'll know what's going on. And so I've believe the opportunity for folks like snowflake and, and folks like observe it. the go big scenario is you gotta be on a platform. Or be the platform, but it's hard. to like extract, uh, a real business, you gotta move up, you gotta add value, Moving from the data center of the cloud was a dream for starters within if the provision, It's almost free, but you can, you know, as an application vendor, you think, growing company, the Amazon bill should be a small factor. Snowflake are doing a great job of innovating on the database and, and the same is true of something I mean, the shows are selling out the floor. Well, and for snowflake and, and any platform from VI, it's a beautiful thing because, you know, institutional knowledge of snowflake integrations, right. And so been able to rely on a platform that can manage that is inve I don't know if you can talk about your, Around the corner. I think, as a startup, you always strive for market fit, you know, which is at which point can you just I think capital one's a big snowflake customer as well. And, and they put snowflake in a position in the bank where they thought that snowflake So you're, Prescale meaning you're about to So you got POCs, what's that trajectory look like? So people will be able to the kind of things that by in the day you could do with the new relics and AppDynamics, What if you had the, put it into a, a, a sentence what's the I mean, at the end of the day, you have to build an amazing product and you have to solve a problem in a different way. What's the appetite at the buyer side for startups and what So the nice thing from a startup standpoint is they know at times What's the state of AWS. I mean, you know, we're, we're on AWS as well. Thanks for coming on the cube. host of the cubes cube coverage of AWS summit 2022 here in San Francisco. I feel like it's been forever since we've been able to do something in person. I'm glad you're here because we run into each other all the time. And we don't wanna actually go back as bring back the old school web It's all the same. No, you're never recovering. the next generation of software companies, uh, early investor in open source companies and cloud that have agendas and strategies, which, you know, purchase software that is traditionally bought and sold tops Well, first of all, congratulations, and by the way, you got a great pedigree and great background. You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. MFTs is one big enterprise, cuz you gotta have imutability you got performance issues. you know, much of what we're doing is, uh, the predecessors of the web web three movement. The hype is definitely web the more time you spend in this world is this is the fastest growing part I get it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, I call it the user driven revolution. the offic and the most, you know, kind of valued people in in the sixties was rebellion against the fifties and the man and, you know, summer of love. like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would So what I'm trying to get at is that, do you see the young cultural revolution look, you know, you were not designed in the cloud era. You gotta convince someone to part with their ch their money and the first money in which you do a lot of is about And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. software, like the user is only gonna give you 90 seconds to figure out whether or not you're But let me ask a question now that for the people watching, who are maybe entrepreneurial entre entrepreneurs, So I think the more that you can show I think many people that, that do what we do for a living will say, you know, What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at itself as big of a market as any of the other markets that we invest in. But if you think about it, the whole like economy is moving online. So you get the convergence of national security, Arguably again, it's the area of the world that I gotta, I gotta say you gotta love your firm. Huge fan of what you guys are doing here. Again, John host of the cube. Thank you for having me. What do you guys do? made the decision in 2018 to pivot and go all in on the cloud. How is this factoring into what you guys do and your growth cuz you guys are the number one partner on moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. it's manufacturing, it's the physical plant or location What's the core problem you guys solve And the reality is not everything that's And the reality is the faster you move with anything cloud based, Well actually shutting down the abandoning, the projects that early and not worrying about it, And they get, they get used to it. Yeah. So this is where you guys come in. that a customer can buy in the cloud, how are you gonna ask a team of one or two people in of our managed services that give the customer the tooling, that for them to go out and buy on their own for a customer to go A risk factor not mean the cost. sure everybody in the company has the opportunity to become certified. And she could be running the Kubernetes clusters. So I'll tell you what, when that customer calls and they have a real Kubernetes issue, And that's a cultural factor that you guys have. This There's no modernization on the app side now. And the other thing is, is there's not a lot of partners, so the partner, In the it department. I like And so how you build your culture around that is, is very important. You said you bought the company and We didn't call it at that time innovative solutions to come in and, on the value of this business and who knows where you guys are gonna be another five years, what do you think about making me an Um, the other had a real big problem with having to write a check. going all in on the cloud was important for us and we haven't looked back. The capital ones of the world. And so, uh, we only had two customers on AWS at the time. Uh, tell me the hottest product that you have. So any SMB that's thinking about migrating to the cloud, they should be talking innovative solutions. So like insurance, basically for them not insurance class in the classic sense, but you help them out on the, We are known for that and we're known for being creative with those customers and being empathetic to And that's the cloud upside is all about doubling down on the variable wind. I'm John for your host. I'm John ferry, host of the cube here for the Thank you very much. We were chatting before you came on camera. This is the first, uh, summit I've been to and what two, three years. So the game is pretty much laid out mm-hmm <affirmative> and the edge is with the Uh, so I'm the director of solutions architecture. but the real issue was they were they're bread and butters EC two and S three. It does computing. the data at the edge, you got 5g having. in the field like with media companies. uh, you got SW, he was giving the keynote tomorrow. And it's increasing the speed of adoption So you guys are making a lot of good business decisions around managed cloud service. So they look towards AWS cloud and say, AWS, you take the infrastructure. Mainly because the, the needs are there, you got data, you got certain products, And, and our customers, even the ones in the edge, they also want us to build out the AWS Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers We have our own little, um, you know, projects going on. I think we'll start talking about how does that really live on, So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. That's, that's one of the best use cases, And that's, that's one of the best use cases that we're for the folks watching don't move the data, unless you have to, um, those new things are developing. Uh, so not only are you changing your architecture, you're actually changing your organization because But you gotta change the database architecture on the back. away data, uh, you know, for the past maybe decade. actually, it's not the case. of data to the AWS cloud, or we can run, uh, computational workloads So I gotta end the segment on a, on a kind of a, um, fun note. You, you got a customer to jump out um, you know, storing data and, and how his cus customers are working. my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. the same feeling we have when we It's pretty much now with you guys, it's more like a tandem jump. I'm John Forry host of the cube. Thanks for coming on the cube. What's the status of the company product what's going on? Of all, thank you for having me back to be business with you. Salesforce, and ServiceNow to take it to the next stage? Well, I love having you on the cube, Dave and I, Dave Valenti as well loves having you on too, because you not only bring Get to call this fun to talk. So the cloud scale has hit. So the things that remember system of recorded you and me talked about the next layer is called system of intelligence. I mean, I mean, RPA is almost, should be embedded in everything. And that's your thinking. So as you break that down, is this So it's like how you have a database and compute and sales and networking. innovative, all the companies out here that we know, we interview them all. So you don't build it just on Amazon. is, what you do in the cloud. Remember the middle layer pass will be snowflake. Basically if you're an entrepreneur, the north star in terms of the outcome is be And that reduce your product development, your go to market and you get use the snowflake marketplace to of the world? So I think depending on the application use case, you have to use each of the above. I think the general question that I have is that I think it's okay to have a super cloud like that because the rising I see people lift and shifting from the it operations. Cause you know, the big enterprises now and, If I remember going back to our 2007 or eight, it, when I used to talk to you back then when Amazon started very small, So you know, a lot of good resources there, um, and gives back now to the data question. service that customers are give the data, share the data because we thought the data algorithms are Yeah. What are you working on right now? I'm the CEO there. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service, I mentioned that it's a site for all the hot startups and of course the cube.net and Silicon angle.com. We're getting back in the groove, psyched to be back. Sure is a lot of words to describe as shit posting, which is how I describe what I tend to do. And if you look at Mark's been doing a lot of shit posting lately, all a billionaires It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, So for the audience that doesn't know what shit posting is, what is shit posting? A lot of the audience is thinking, in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, you can see the growth And you can't win once you're there. to portray themselves as you know, the Pathfinder, you know, you're the pioneer, Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon I, the track highly card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're And I can see the appeal of these tech companies getting into it because these things are basically So I gotta ask you about, uh, what's going in your world. People just generally don't respond to email because who responds I think sure would call in. People would call in and say, Corey, what do you think about X? Honestly, I am surprised anything by how little I have gotten over the last five years of doing this, reinvent getting the interview with jazzy now, Andy we're there, you're there. And there you go. And so the joke was cold. I love the service, ridiculous name. Well, Redshift the on an acronym, you the context of the conversation. Or is that still around? They're like the anti Google, Google turns things off while they're still building it. So let me talk about, uh, the other things I want to ask you is that like, okay. Depends on who you ask. So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Yeah. I believe not doing it is probably the right answer. What's the big aha moment that you saw with When in the before times it's open to anyone I look forward to it. What else have you seen? But they will change a browser tab and you won't get them back. It's always fun in the, in the meetings when you're talking to someone and their co is messaging them about, This guy is really weird. Yes I am and I bring it into the conversation and then everyone's uncomfortable. do you wanna take that about no, I'm good. No, the only encourager it's fine. You're starting to see much more of like yeah. Tell me about the painful spot that you Makes more, more, I think you nailed it. And that is the next big revelation of this industry is going to realize you have different companies. Uh, what do you hear doing what's on your agenda this We fixed the horrifying AWS bill, both from engineering and architecture, And of course reinvent the end of the year for all the cube coverage Yeah. What's the, how was you guys organized? And the intention there is to So partnerships are key. Um, so I've got a team of partner managers that are located throughout the us, We've got a lot. I love the white glove service, but translate that what's in it. um, sort of laser focus on what are you really good at and how can we bring that to the customer as And there's a lot that you can do with AWS, but focus is truly the key word there What are some of the cool things you guys have seen in the APN that you can point to? I mean, I can point to few, you can take them. Um, and through that we provide You gotta, I mean, when you get funding, it's still day one. And our job is to try to You guys are the number one cloud in the business, the growth in every sector is booming. competency programs, the DevOps compet, the, the security competency, which continues to help, I mean, you got a good question, you know, a thousand flowers blooming all the time. lot of the fees that we look after our infrastructure ISVs, that's what we do. So you guys have a deliberate, uh, focus on these pillars. Business, this owner type thing. So infrastructure as well, like storage, Right. and spread, and then someone to actually do the co-sell, uh, day to day activities to help them get I mean, you know, SREs are evolving, that role of DevOps is taking on dev SecOps. So the partner development manager can be an escalation point. And you guys how's that partner managers, uh, measure And then co-sell not only are we helping these partners win their current opportunities I mean, top asked from the partners is get me in front of customers. I have one partner here that you guys And so that it's our job is how do you get that great tech in of holes and gaps in the opportunities with AWS. Uh, and making a lot of noise here in the United States, which is great. We'll see if they crash, you know, Um, and so I've actually seen many of our startups grow So with that, you guys are there to How I am on the cloud. And, or not provide, or, you know, bring any fruit to the table, what you guys bring to the table and we'll close it out. And that's what we're here for. Great to see you love working with you guys. I'm John for host of the cube. Always great to come and talk to you on the queue, man. You're in the trenches with great startup, uh, do claim credit for, for, for sort of catching that bus out, um, you know, the board level, you know, the founders, you know, the people there cloud, you know, Amazon, And so you you've One of the insights that we got out of that I wanna get your the sort of MIT research be mainstream, you know, what you guys do. So, um, we realized, you know, a handful of years ago, let's say five years ago that, And, um, you know, part of the observed story yeah. that to go big in the cloud, you can have a cloud on a cloud, I mean, having enough gray hair now, um, you know, again, CapX built out the big data world, what Oracle did for the relational data world, you know, way back 25 years ago. And, um, you know, I've had folks say to me, That that's a risk I'm prepared to take <laugh> I am long on snowflake you, Stay on the board, then you'll know what's going on. And so I believe the opportunity for folks like snowflake and folks like observe it's the go big scenario is you gotta be on a platform. Easy or be the platform, but it's hard. And then to, to like extract, uh, a real business, you gotta move up, Moving from the data center of the cloud was a dream for starters. I know it's not quite free. and storage is free, that's the mindset you've gotta get into. And I think the platform enablement to value. Snowflake are doing a great job of innovating on the database and, and the same is true of something I mean, the shows are selling out the floor. And we do a lot of the support. You're scaling that function with the, And so been able to rely on a platform that can manage that is invaluable, I don't know if you can talk about your, Scales around the corner. I think, as a startup, you always strive for market fit, you know, which is at which point can you just I think capital one's a big snowflake customer as well. They were early in one of the things that attracted me to capital one was they were very, very good with snowflake early So you got POCs, what's that trick GE look like, So right now all the attention is on the What if you had the, put it into a, a sentence what's the I mean, at the end of the day, you have to build an amazing product and you have to solve a problem in a different way. What's the appetite at the buyer side for startups and what So the nice thing from a startup standpoint is they know at times they need to risk or, What's the state of AWS. I mean, you know, we we're, we're on AWS as They got the silicone and they got the staff act, developing Jeremy Burton inside the cube, great resource for California after the short break. host of the cubes cube coverage of AWS summit 2022 here in San Francisco. I feel like it's been forever since we've been able to do something in person. I'm glad you're here because we run into each other all the time. the old school web 1.0 days. We, we are, it's a little bit of a throwback to the path though, in my opinion, <laugh>, it's all the same. I mean, you remember I'm a recovering entrepreneur, right? No, you're never recovering. in the next generation of our companies, uh, early investor in open source companies that have agendas and strategies, which, you know, purchased software that has traditionally bought and sold tops Well, first of all, congratulations, and by the way, you got a great pedigree and great background, super smart admire of your work You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. Ts is one big enterprise, cuz you gotta have imutability you got performance issues. history and have been involved in, open in the cloud would say that we're, you know, much of what we're doing is, the more time you spend in this world is this is the fastest growing part I get it and more relevant, but it's also the hype of like the web three, for instance. I call it the user driven revolution. the beneficiaries and the most, you know, kind of valued people in the sixties was rebellion against the fifties and the man and, you know, summer of love. like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would So what I'm trying to get at is that, do you see the young cultural revolution look, you know, you were not designed in the cloud era. You gotta convince someone to part with their ch their money and the first money in which you do a lot of is And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. software, the user is only gonna give you 90 seconds to figure out whether or not you're What's the, what's the preferred way that you like to see entrepreneurs come in and engage, So I think the more that you can in the road, you can get through short term spills. I think many people that, that do what we do for a living will say, you know, Uh, what's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're One is the explosion and open source software. Uh, and finally, it's the gift that keeps on giving. But if you think about it, the whole economy is moving online. So you get the convergence of national security, I mean, arguably again, it's the area of the world that I gotta, I gotta say, you gotta love your firm. Huge fan of what you guys are doing here. Again, John host of the cube got a great guest here. Thank you for having me. What do you guys do? that are moving into the cloud or have already moved to the cloud and really trying to understand how to best control, How is this factoring into what you guys do and your growth cuz you guys are the number one partner on moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. it's manufacturing, it's the physical plant or location What's the core problem you guys solve And the reality is not everything that's Does that come up a lot? And the reality is the faster you move with anything cloud based, Well actually shutting down the abandoning the projects that early and not worrying about it, And Like, and then they wait too long. Yeah. I can get that like values as companies, cuz they're betting on you and your people. that a customer can buy in the cloud, how are you gonna ask a team of one or two people in your, If you have a partner, that's all offering you some managed services. Opportunity cost is huge, in the company has the opportunity to become certified. And she could be running the Kubernetes clusters. And that's a cultural factor that you guys have. This So that's, There's no modernization on the app side though. And, and the other thing is, is there's not a lot of partners, No one's raising their hand boss. In it department. Like, can we just call up, uh, you know, <laugh> our old vendor. And so how you build your culture around that is, You said you bought the company and We didn't call it at that time innovative solutions to come in and, And they were like, listen, you got long ways before you're gonna be an owner, but if you stick it out in your patient, Um, the other had a real big problem with having to write a check. all going all in on the cloud was important for us and we haven't looked back. The capital ones of the world. The, the Microsoft suite to the cloud and Uh, tell me the hottest product that you have. So any SMB that's thinking about migrating to the cloud, they should be talking innovative solutions. So like insurance, basically for them not insurance class in the classic sense, but you help them out on the, We are known for that and we're known for being creative with those customers, That's the cloud upside is all about doubling down on the variable wind. I'm John for your host. Live on the floor in San Francisco for 80 west summit, I'm John ferry, host of the cube here for the Thank you very much. We were chatting before you came on camera. This is the first, uh, summit I've been to and what two, three years. is running everything dev sec ops, everyone kind of sees that you got containers, you got Kubernetes, Uh, so I'm the director of solutions architecture. to be in Panama, but they love AWS and they want to deploy AWS services but the real issue was they were they're bread and butters EC two and S three. It the data at the edge, you got five GM having. in the field like with media companies. side, obviously, uh, you got SW who's giving the keynote tomorrow. Uh, in the customer's mind for the public AWS cloud inside an availability zone. So you guys are making a lot of good business decisions around managed cloud service. So they look towards AWS cloud and say, AWS, you take the infrastructure. Mainly because the, the needs are there, you got data, you got certain products, And, and our customers, even the ones in the edge, they also want us to build out the AWS Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech in, I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers We have our own little, um, you know, projects going on. I think we'll start talking about how does that really live So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. That's, that's one of the best use cases, And that's, that's one of the best use cases that we're the folks watching don't move the data unless you have to. Uh, so not only are you changing your architecture, you're actually changing your organization because But you gotta change the database architecture in the back. away data, uh, you know, for the past maybe decade. We don't have time to drill into, maybe we do another session on this, but the one pattern we're seeing of the past year of data to the AWS cloud, or we can run, uh, computational workloads So I gotta end the segment on a, on a kind of a, um, fun note. You got a customer to jump out So I was, you jumped out. my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. But, uh, it was, it was the same kind of feeling that we had in the early days of AWS, the same feeling we have when we It's now with you guys, it's more like a tandem jump. I'm John for host of the cube. I'm John fury host of the cube. What's the status of the company product what's going on? First of all, thank you for having me. Salesforce, and service now to take you to the next stage? I love having you on the cube, Dave and I, Dave LAN as well loves having you on too, because you not only bring the entrepreneurial Get the call fund to talk to you though. So the cloud scale has hit. So the things that rumor system of recorded you and me talked about the next layer is called system of intelligence. I mean, or I mean, RPA is, should be embedded in everything. I call it much more about automation, workflow automation, but RPA and automation is a category. So as you break that down, is this the new modern middleware? So it's like how you have a database and compute and sales and networking. uh, behind, as you got the XPO hall got, um, we're back to vis, but you got, So you don't build it just on Amazon. is, what you do in the cloud. I'll make the pass layer room. It And that reduce your product development, your go to market and you get use the snowflake marketplace I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. So I think depending on the use case you have to use each of the above, I think the general question that I have is that I think it's okay to have a super cloud like that because the rising I see people lift and shifting from the it operations, it helpless. Cause you know, the big enterprises now and you Spending on the startups. So you know, a lot of good resources there. And I think their whole data exchange is the industry has not thought through something you and me talk Yeah. It is doubled. What are you working on right now? So all the top customers, um, mainly for it help desk customer service. Some of the areas where you want to scale your company, So look for that on the calendar, of course, go to a us startups.com. We're getting back in the Groove's psych to be back. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. And if you look at mark, Andrew's been doing a lot of shit posting lately. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, So for the audience that doesn't know what shit posting is, what, what is shitposting A lot of the audience is thinking, in the industry right now, obviously, uh, Cuban coming up in Spain, which they're having a physical event, And you can't win once you're there. is trying to portray themselves, you know, the Pathfinder, you know, you're the pioneer, Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're And I can see the appeal of these tech companies getting it into it because these things are basically So I gotta ask you about, uh, what's going on in your world. People just generally don't respond to email because who responds I think sure would call in. Honestly, I am surprised anything by how little I have gotten over the last five years of doing this, reinvent getting the interview with jazzy now, Andy we're there, you're there. And then there you go. And so the joke was cold. I love the service ridiculous name. You got S three SQS. They're like the anti Google, Google turns things off while they're still building So let me talk about, uh, the other things I want to ask you is that like, okay, so as Amazon gets better in Depends on who you ask. So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Yeah. And I look at what customers are doing and What's the big aha moment that you saw with the pandemic. When in the before times it's open to anyone here is on the queue. So tell a story. Um, but you know, Um, you know, that's a great question. I mean, it's so cool to see you jump right in. I had APIs from the Yeah, I was basically our first SRE, um, was familiar with the, with the phrasing, but really thought of myself as a software engineer So let's talk about what's what's going on now as you look at the landscape today, what's the coolest thing Yeah, I think the, I think the coolest thing is, you know, we're seeing the next layer of those abstraction tools exist How old's the company about So explain what it does. We've encoded all the best practices into software and we So that seems to be the problem you solve. So let me ask you a question. This is what you can expect here. Do you handle all the recovery or mitigation between, uh, identification say Um, we'll let you know. So what do you do for fun? Yeah, so, uh, for, for fun, um, a lot of side projects. You got going on And they're suddenly twice as productive because of it. There's Mm-hmm <affirmative>, you know, the expression, too many tools in the tool. And so we've done all of the pieces of the stacks. So what are some of the use cases that you see for your service? Um, so, you know, as is more infrastructure people come in because we're How many customers do you have now? So we charge a monthly rate. The requirement scale. So team to drive your costs down. How many services do you have to deploy as that scales <laugh> what are you gonna do when you're Better the old guy on the queue here. It exists across all the clouds and we're starting to see new platforms come up on top that allow you to leverage I gotta ask you this question cuz uh, you know, I always, I was a computer science undergrad in the, I think classroom's great to, uh, get a basis, but you need to go out and experiment actually try things. people hang on to the old, you know, project and try to force it out there. then move on to something new. Instantly you should be able to do that much more quickly. Do you agree with that? It's probably not gonna be that idea is the genius idea. Don't change the product so that you kind of have there's opportunities out there where you might get the lucky strike You're not gonna hit a rich the second time too. Thanks for coming on the cube. So if you are a software engineer excited about tools and cloud, Um, Johnny Dallas, the youngest engineer working at Amazon, um, I'm John furry host of the cube. I always call you Dr. Matt wood, because Andy jazzy always says Dr. Matt, we I love it. And I think you had walkup music too on, you know, So talk about your new role. So whether it is, you know, slicing and dicing You know, one of the benefits of, uh, having cube coverage with AWS since 2013 is watching You need a lot of compute to be able to train those models and you have to be able to evaluate what those mean And so the cloud really enabled this Renaissance with machine learning, and we're seeing honestly, And it's not a, a, a, you know, hyped up statement to And Dave's like, what do you mean by that? you gotta silo the data that needs to be siloed for compliance and reasons. I think, you know, like with any, with any technology, And if you could pull all of that together, that data engineering discipline can be incredibly transformative And I told 'em, I would ask someone at Amazon, this questions I'll ask you since you're, the tools in the cloud, which allow you to aggregate data from virtually like the domains are so broad, you kind of gotta allow your curiosity to develop and lead, Johnny Dallas is a great name by the that's fantastic. I have Johnny Johnny cube. If you do a project that's not working and you get bad data, Instantly abandoned it. trying to, you know, in the old world trying to find the resources and get the funding. And honestly, the most important thing is time just being able to jump in there, So for fun, you can just code something. And I managed to convince the team to leave them on for It's like, this is really hard. How does that impact the analytics piece? combining the data, labeling the data, training their models, uh, you know, running inference against their And so if you look at something just like Redshift serverless that we launched a reinvent, Want the answers come on. we announced, um, you know, serverless inference. is being reusing the data to actually retrain. Do you see it the same way? So today we added, you know, um, text extract queries. What's the big news happening that you're announcing here at summit in San Francisco, California, I want it to be up to date, but you know, I don't actually want to have to go my tools where I'm actually You can do everything that you would normally do. You got the serverless and your tailwind for you there. Thank Stay with us with more coverage of day two after this short break.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
SarahPERSON

0.99+

Dave ValentiPERSON

0.99+

AmazonORGANIZATION

0.99+

PanamaLOCATION

0.99+

Jeremy BurtonPERSON

0.99+

Dave AlanePERSON

0.99+

Frank LumanPERSON

0.99+

JohnPERSON

0.99+

2018DATE

0.99+

MatthewPERSON

0.99+

Adam CelskiPERSON

0.99+

JenkoPERSON

0.99+

Matthew ParkPERSON

0.99+

2003DATE

0.99+

AustinLOCATION

0.99+

EuropeLOCATION

0.99+

AsiaLOCATION

0.99+

Steve SchmidtPERSON

0.99+

Corey QuinnPERSON

0.99+

2005DATE

0.99+

JeremyPERSON

0.99+

AWSORGANIZATION

0.99+

ChicagoLOCATION

0.99+

Justin KobePERSON

0.99+

JeffPERSON

0.99+

FrankPERSON

0.99+

New YorkLOCATION

0.99+

AndrewPERSON

0.99+

Jerry ChanPERSON

0.99+

$2 billionQUANTITY

0.99+

2000DATE

0.99+

JustinPERSON

0.99+

TennesseeLOCATION

0.99+

$150 billionQUANTITY

0.99+

San FranciscoLOCATION

0.99+

SpainLOCATION

0.99+

TorontoLOCATION

0.99+

MiamiLOCATION

0.99+

GoogleORGANIZATION

0.99+

ISRAORGANIZATION

0.99+

Charles FitzgeraldPERSON

0.99+

1989DATE

0.99+

six yearsQUANTITY

0.99+

CaribbeanLOCATION

0.99+

AndyPERSON

0.99+

DavePERSON

0.99+

Las VegasLOCATION

0.99+

AdamPERSON

0.99+

2016DATE

0.99+

Monica Kumar & Tarkan Maner, Nutanix | CUBEconversation


 

(upbeat music) >> The cloud is evolving. You know, it's no longer a set of remote services somewhere off in the cloud, in the distance. It's expanding. It's moving to on-prem. On-prem workloads are connecting to the cloud. They're spanning clouds in a way that hides the plumbing and simplifies deployment, management, security, and governance. So hybrid multicloud is the next big thing in infrastructure, and at the recent Nutanix .NEXT conference, we got a major dose of that theme, and with me to talk about what we heard at that event, what we learned, why it matters, and what it means to customers are Monica Kumar, who's the senior vice president of marketing and cloud go-to-market at Nutanix, and Tarkan Maner, who's the chief commercial officer at Nutanix. Guys, great to see you again. Welcome to the theCUBE. >> Great to be back here. >> Great to see you, Dave. >> Okay, so you just completed another .NEXT. As an analyst, I like to evaluate the messaging at an event like this, drill into the technical details to try to understand if you're actually investing in the things that you're promoting in your keynotes, and then talk to customers to see how real it is. So with that as a warning, you guys are all in on hybrid multicloud, and I have my takeaways that I'd be happy to share, but, Tarkan, what were your impressions, coming out of the event? >> Look, you had a great entry. Our goal, as Monica is going to outline, too, cloud is not a destination. It's an operating model. Our customers are basically using cloud as a business model, as an operating model. It's not just a bunch of techno mumbo-jumbo, as, kind of, you outlined. We want to make sure we make cloud invisible to the customer so they can focus on what they need to focus on as a business. So as part of that, we want to make sure the workloads, the apps, they can run anywhere the way the customer wants. So in that context, you know, our entire story was bringing customer workloads, use-cases, partner ecosystem with ISVs and cloud providers and service providers and ISPs we're working with like Citrix on end user computing, like Red Hat on cloud native, and also bringing the right products, both in terms of infrastructure capability and management capability for both operators and application developers. So bringing all these pieces together and make it simple for the customer to use the cloud as an operating model. That was the biggest goal here. >> Great, thank you. Monica, anything you'd add in terms of your takeaways? >> Well, I think Tarkan said it right. We are here to make cloud complexity invisible. This was our big event to get thousands of our customers, partners, our supporters together and unveil our product portfolio, which is much more simplified, now. It's a cloud platform. And really have a chance to show them how we are building an ecosystem around it, and really bringing to life the whole notion of hybrid multicloud computing. >> So, Monica, could you just, for our audience, just summarize the big news that came out of .NEXT? >> Yeah, we actually made four different announcements, and most of them were focused around, obviously, our product portfolio. So the first one was around enhancements to our cloud platform to help customers build modern, software-defined data centers to speed their hybrid multicloud deployments while supporting their business-critical applications, and that was really about the next version of our flagship, AOS six, availability. We announced the general availability of that, and key features really included things like built-in virtual networking, disaster recovery enhancements, security enhancements that otherwise would need a lot of specialized hardware, software, and skills are now built into our platform. And, most importantly, all of this functionality being managed through a single interface, right? Which significantly decreases the operational overhead. So that was one announcement. The second announcement was focused around data services and really making it easy for customers to simplify data management, also optimize big data and database workloads. We announced capability that now improves performances of database workloads by 2x, big data workloads by 3x, so lots of great stuff there. We also announced a new service called Nutanix Data Lens, which is a new unstructured data governance service. So, again, I don't want to go into a lot of details here. Maybe we can do it later. That was our second big announcement. The third announcement, which is really around partnerships, and we'll talk more about that, is with Microsoft. We announced the preview of Nutanix Clusters and Azure, and that's really taking our entire flagship Nutanix platform and running it on Azure. And so, now, we are in preview on that one, and we're super excited about that. And then, last but not least, and I know Tarkan is going to go into a lot more detail, is we announced a strategic partnership with Citrix around the whole future of hybrid work. So lots of big news coming out of it. I just gave you a quick summary. There's a lot more around this, as well. >> Okay. Now, I'd like to give you my honest take, if you guys don't mind, and, Tarkan, I'll steal one of your lines. Don't hate me, okay? So the first thing I'm going to say is I think, Nutanix, you have the absolute right vision. There's no question in my mind. But what you're doing is not trivial, and I think it's going to play out. It's going to take a number of years. To actually build an abstraction layer, which is where you're going, as I take it, as a platform that can exploit all the respective cloud native primitives and run virtually any workload in any cloud. And then what you're doing, as I see it, is abstracting that underlying technology complexity and bringing that same experience on-prem, across clouds, and as I say, that's hard. I will say this: the deep dives that I got at the analyst event, it convinced me that you're committed to this vision. You're spending real dollars on focused research and development on this effort, and, very importantly, you're sticking to your true heritage of making this simple. Now, you're not alone. All the non-hyperscalers are going after the multicloud opportunity, which, again, is really challenging, but my assessment is you're ahead of the game. You're certainly focused on your markets, but, from what I've seen, I believe it's one of the best examples of a true hybrid multicloud-- you're on that journey-- that I've seen to date. So I would give you high marks there. And I like the ecosystem-building piece of it. So, Tarkan, you could course-correct anything that I've said, and I'd love for you to pick up on your comments. It takes a village, you know, you're sort of invoking Hillary Clinton, to bring the right solution to customers. So maybe you could talk about some of that, as well. >> Look, actually, you hit all the right points, and I don't hate you for that. I love you for that, as you know. Look, at the end of the day, we started this journey about 10 years ago. The last two years with Monica, with the great executive team, and overall team as a whole, big push to what you just suggested. We're not necessarily, you know, passionate about cloud. Again, it's a business model. We're passionate about customer outcomes, and some of those outcomes sometimes are going to also be on-prem. That's why we focus on this terminology, hybrid multicloud. It is not multicloud, it's not just private cloud or on-prem and non-cloud. We want to make sure customers have the right outcomes. So based on that, whether those are cloud partners or platform partners like HPE, Dell, Supermicro. We just announced a partnership with Supermicro, now, we're selling our software. HPE, we run on GreenLake. Lenovo, we run on TruScale. Big support for Lenovo. Dell's still a great partner to us. On cloud partnerships, as Monica mentioned, obviously Azure. We had a big session with AWS. Lots of new work going on with Red Hat as an ISV partner. Tying that also to IBM Cloud, as we move forward, as Red Hat and IBM Cloud go hand in hand, and also tons of workarounds, as Monica mentioned. So it takes a village. We want to make sure customer outcomes deliver value. So anywhere, for any app, on any infrastructure, any cloud, regardless standards or protocols, we want to make sure we have an open system coverage, not only for operators, but also for application developers, develop those applications securely and for operators, run and manage those applications securely anywhere. So from that perspective, tons of interest, obviously, on the Citrix or the UC side, as Monica mentioned earlier, we also just announced the Red Hat partnership for cloud services. Right before that, next we highlighted that, and we are super excited about those two partnerships. >> Yeah, so, when I talked to some of your product folks and got into the technology a little bit, it's clear to me you're not wrapping your stack in containers and shoving it into the cloud and hosting it like some do. You're actually going much deeper. And, again, that's why it's hard. You could take advantage of those things, but-- So, Monica, you were on the stage at .NEXT with Eric Lockhart of Microsoft. Maybe you can share some details around the focus on Azure and what it means for customers. >> Absolutely. First of all, I'm so grateful that Eric actually flew out to the Bay Area to be live on stage with us. So very super grateful for Eric and Azure partnership there. As I said earlier, we announced the preview of Nutanix Clusters and Azure. It's a big deal. We've been working on it for a while. What this means is that a select few organizations will have an opportunity to get early access and also help shape the roadmap of our offering. And, obviously, we're looking forward to then announcing general availability soon after that. So that's number one. We're already seeing tremendous interest. We have a large number of customers who want to get their hands on early access. We are already working with them to get them set up. The second piece that Eric and I talked about really was, you know, the reason why the work that we're doing together is so important is because we do know that hybrid cloud is the preferred IT model. You know, we've heard that in spades from all different industries' research, by talking to customers, by talking to people like yourselves. However, when customers actually start deploying it, there's lots of issues that come up. There's limited skill sets, resources, and, most importantly, there's a disparity between the on-premises networking security management and the cloud networking security management. And that's what we are focused on, together as partners, is removing that barrier, the friction between on-prem and Azure cloud. So our customers can easily migrate their workloads in Azure cloud, do cloud disaster recovery, create a burst into cloud for elasticity if they need to, or even use Azure as an on-ramp to modernize applications by using the Azure cloud services. So that's one big piece. The second piece is our partnership around Kubernetes and cloud native, and that's something we've already provided to the market. It's GA with Azure and Nutanix cloud platform working together to build Kubernetes-based applications, container-based applications, and run them and manage them. So there's a lot more information on nutanix.com/azure. And I would say, for those of our listeners who want to give it a try and who want their hands on it, we also have a test drive available. You can actually experience the product by going to nutanix.com/azure and taking the test drive. >> Excellent. Now, Tarkan, we saw recently that you announced services. You've got HPE GreenLake, Lenovo, their Azure service, which is called TruScale. We saw you with Keith White at HPE Discover. I was just with Keith White this week, by the way, face to face. Awesome guy. So that's exciting. You got some investments going on there. What can you tell us about those partnerships? >> So, look, as we talked through this a little bit, the HPE relationship is a very critical relationship. One of our fastest growing partnerships. You know, our customers now can run a Nutanix software on any HPE platform. We call it DX, is the platform. But beyond that, now, if the customers want to use HPE service as-a-service, now, Nutanix software, the entire stack, it's not only hybrid multicloud platform, the database capability, EUC capability, storage capability, can run on HPE's service, GreenLake service. Same thing, by the way, same way available on Lenovo. Again, we're doing similar work with Dell and Supermicro, again, giving our customers choice. If they want to go to a public club partner like Azure, AWS, they have that choice. And also, as you know, I know Monica, you're going to talk about this, with our GSI partnerships and new service provider program, we're giving options to customers because, in some other regions, HPE might not be their choice or Azure not be choice, and a local telco might the choice in some country like Japan or India. So we give options and capability to the customers to run Nutanix software anywhere they like. >> I think that's a really important point you're making because, as I see all these infrastructure providers, who are traditionally on-prem players, introduce as-a-service, one of the things I'm looking for is, sure, they've got to have their own services, their own products available, but what other ecosystem partners are they offering? Are they truly giving the customers choice? Because that's, really, that's the hallmark of a cloud provider. You know, if we think about Amazon, you don't always have to use the Amazon product. You can use actually a competitive product, and that's the way it is. They let the customers choose. Of course, they want to sell their own, but, if you innovate fast enough, which, of course, Nutanix is all about innovation, a lot of customers are going to choose you. So that's key to these as-a-service models. So, Monica, Tarkan mentioned the GSIs. What can you tell us about the big partners there? >> Yeah, definitely. Actually, before I talk about GSIs, I do want to make sure our listeners understand we already support AWS in a public cloud, right? So Nutanix totally is available in general, generally available on AWS to use and build a hybrid cloud offering. And the reason I say that is because our philosophy from day one, even on the infrastructure side, has been freedom of choice for our customers and supporting as large a number of platforms and substrates as we can. And that's the notion that we are continuing, here, forward with. So to talk about GSIs a bit more, obviously, when you say one platform, any app, any cloud, any cloud includes on-prem, it includes hyperscalers, it includes the regional service providers, as well. So as an example, TCS is a really great partner of ours. We have a long history of working together with TCS, in global 2000 accounts across many different industries, retail, financial services, energy, and we are really focused, for example, with them, on expanding our joint business around mission critical applications deployment in our customer accounts, and specifically our databases with Nutanix Era, for example. Another great partner for us is HCL. In fact, HCL's solution SKALE DB, we showcased at .NEXT just yesterday. And SKALE DB is a fully managed database service that HCL offers which includes a Nutanix platform, including Nutanix Era, which is our database service, along with HCL services, as well as the hardware/software that customers need to actually run their business applications on it. And then, moving on to service providers, you know, we have great partnerships like with Cyxtera, who, in fact, was the service provider partner of the year. That's the award they just got. And many other service providers, including working with, you know, all of the edge cloud, Equinix. So, I can go on. We have a long list of partnerships, but what I want to say is that these are very important partnerships to us. All the way from, as Tarkan said, OEMs, hyperscalers, ISVs, you know, like Red Hat, Citrix, and, of course, our service provider, GSI partnerships. And then, last but not least, I think, Tarkan, I'd love for you to maybe comment on our channel partnerships as well, right? That's a very important part of our ecosystem. >> No, absolutely. You're absolutely right. Monica. As you suggested, our GSI program is one of the best programs in the industry in number of GSIs we support, new SP program, enterprise solution providers, service provider program, covering telcos and regional service providers, like you suggested, OVH in France, NTT in Japan, Yotta group in India, Cyxtera in the US. We have over 50 new service providers signed up in the last few months since the announcement, but tying all these things, obviously, to our overall channel ecosystem with our distributors and resellers, which is moving very nicely. We have Christian Alvarez, who is running our channel programs globally. And one last piece, Dave, I think this was important point that Monica brought up. Again, give choice to our customers. It's not about cloud by itself. It's outcomes, but cloud is an enabler to get there, especially in a hybrid multicloud fashion. And last point I would add to this is help customers regardless of the stage they're in in their cloud migration. From rehosting to replatforming, repurchasing or refactoring, rearchitecting applications or retaining applications or retiring applications, they will have different needs. And what we're trying to do, with Monica's help, with the entire team: choice. Choice in stage, choice in maturity to migrate to cloud, and choice on platform. >> So I want to close. First of all, I want to give some of my impressions. So we've been watching Nutanix since the early days. I remember vividly standing around the conference call with my colleague at the time, Stu Miniman. The state-of-the-art was converged infrastructure, at the time, bolting together storage, networking, and compute, very hardware centric. And the founding team at Nutanix told us, "We're going to have a software-led version of that." And you popularized, you kind of created the hyperconverged infrastructure market. You created what we called at the time true private cloud, scaled up as a company, and now you're really going after that multicloud, hybrid cloud opportunity. Jerry Chen and Greylock, they just wrote a piece called Castles on the Cloud, and the whole concept was, and I say this all the time, the hyperscalers, last year, just spent a hundred billion dollars on CapEx. That's a gift to companies that can add value on top of that. And that's exactly the strategy that you're taking, so I like it. You've got to move fast, and you are. So, guys, thanks for coming on, but I want you to both-- maybe, Tarkan, you can start, and Monica, you can bring us home. Give us your wrap up, your summary, and any final thoughts. >> All right, look, I'm going to go back to where I started this. Again, I know I go back. This is like a broken record, but it's so important we hear from the customers. Again, cloud is not a destination. It's a business model. We are here to support those outcomes, regardless of platform, regardless of hypervisor, cloud type or app, making sure from legacy apps to cloud native apps, we are there for the customers regardless of their stage in their migration. >> Dave: Right, thank you. Monica? >> Yeah. And I, again, you know, just the whole conversation we've been having is around this but I'll remind everybody that why we started out. Our journey was to make infrastructure invisible. We are now very well poised to helping our customers, making the cloud complexity invisible. So our customers can focus on business outcomes and innovation. And, as you can see, coming out of .NEXT, we've been firing on all cylinders to deliver this differentiated, unified hybrid multicloud platform so our customers can really run any app, anywhere, on any cloud. And with the simplicity that we are known for because, you know, our customers love us. NPS 90 plus seven years in a row. But, again, the guiding principle is simplicity, portability, choice. And, really, our compass is our customers. So that's what we are focused on. >> Well, I love not having to get on planes every Sunday and coming back every Friday, but I do miss going to events like .NEXT, where I meet a lot of those customers. And I, again, we've been following you guys since the early days. I can attest to the customer delight. I've spent a lot of time with them, driven in taxis, hung out at parties, on buses. And so, guys, listen, good luck in the next chapter of Nutanix. We'll be there reporting and really appreciate your time. >> Thank you so much. >> Thank you so much, Dave. >> All right, and thank you for watching, everybody. This is Dave Vellante for theCUBE, and, as always, we'll see you next time. (light music)

Published Date : Sep 23 2021

SUMMARY :

and at the recent and then talk to customers and also bringing the right products, terms of your takeaways? and really bringing to just summarize the big news So the first one was around enhancements So the first thing I'm going to say is big push to what you just suggested. and got into the technology a little bit, and also help shape the face to face. and a local telco might the choice and that's the way it is. And that's the notion but cloud is an enabler to get there, and the whole concept was, We are here to support those outcomes, Dave: Right, thank you. just the whole conversation in the next chapter of Nutanix. and, as always, we'll see you next time.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
MonicaPERSON

0.99+

DellORGANIZATION

0.99+

Monica KumarPERSON

0.99+

EricPERSON

0.99+

Dave VellantePERSON

0.99+

TarkanPERSON

0.99+

SupermicroORGANIZATION

0.99+

DavePERSON

0.99+

FranceLOCATION

0.99+

MicrosoftORGANIZATION

0.99+

Hillary ClintonPERSON

0.99+

NutanixORGANIZATION

0.99+

Stu MinimanPERSON

0.99+

Eric LockhartPERSON

0.99+

AWSORGANIZATION

0.99+

AmazonORGANIZATION

0.99+

LenovoORGANIZATION

0.99+

Keith WhitePERSON

0.99+

HPEORGANIZATION

0.99+

Tarkan ManerPERSON

0.99+

IndiaLOCATION

0.99+

Christian AlvarezPERSON

0.99+

HCLORGANIZATION

0.99+

CitrixORGANIZATION

0.99+

firstQUANTITY

0.99+

second pieceQUANTITY

0.99+

JapanLOCATION

0.99+

secondQUANTITY

0.99+

Keith WhitePERSON

0.99+

Red HatORGANIZATION

0.99+

USLOCATION

0.99+

CyxteraORGANIZATION

0.99+

HPETITLE

0.99+

3xQUANTITY

0.99+

last yearDATE

0.99+

seven yearsQUANTITY

0.99+

yesterdayDATE

0.99+

bothQUANTITY

0.99+

thousandsQUANTITY

0.99+

second announcementQUANTITY

0.99+

EquinixORGANIZATION

0.99+

TCSORGANIZATION

0.99+

AzureORGANIZATION

0.99+

Bay AreaLOCATION

0.99+

two partnershipsQUANTITY

0.99+

Nutanix ClustersORGANIZATION

0.99+

UCORGANIZATION

0.98+

one announcementQUANTITY

0.98+

over 50 new service providersQUANTITY

0.98+

Sandra Wheatley, Fortinet | Fortinet Security Summit 2021


 

>> Narrator: From around the globe, it's theCUBE, covering Fortinet Security Summit brought to you by Fortinet. >> Welcome to theCUBE. I'm Lisa Martin. We are live at the Fortinet Championship, the PGA Tour Kickoff to the 2021-2022 FedEx Regular Season Cup. And this is so exciting to be here with Fortinet, to be at an in-person event, and to be talking about a very important topic of cybersecurity. One of our alumni is back with me, Sandra Wheatley is here, the SVP of Marketing, Threat Intelligence, and Influencer Communications at Fortinet. Sandra, it's great to see you. >> You too, Lisa. Thank you for having me. >> This is a great event. >> Yeah, it's awesome, yeah. >> Great to be outdoors, great to see people again, and great for Fortinet for being one of the first to come back to in-person events. One of the things I would love to understand is here we are at the PGA tour, what's the relationship with Fortinet and the PGA Tour? >> Well, first of all, I think the PGA tour is an amazing brand. You just have to look around here and it's extremely exciting, but beyond the brand, there's a lot of synergies between the PGA tour and Fortinet CSR initiatives, particularly around STEM, diversity inclusion, as well as veterans rescaling. And so some of the proceeds from the Fortinet Championship will go to benefit local nonprofits and the local community. So that's something we're very excited about overall. >> Lisa: Is this a new partnership? >> It is a new partnership and we will be the Fortinet Championship sponsor for about the next five years. So we're looking forward to developing this partnership and this relationship, and benefiting a lot of nonprofits in the future. >> Excellent, that's a great cause. One of the things, when you and I last saw each other by Zoom earlier in the summer, we were talking about the cybersecurity skills gap. And it's in its fifth consecutive year, and you had said some good news on the front was that data show that instead of needing four million professionals to fill that gap, it's down to three, and now there's even better news coming from Fortinet. Talk to me about the pledge that you just announced to train one million people in the next five years. >> Absolutely, we're very excited about this. You know, Fortinet has been focused on reducing the skills gap for many years now. It continues to be one of the biggest issues for cybersecurity leaders if you think about it. You know, we still need about 3.1 million professionals to come into the industry. We have made progress, but the need is growing at about 400,000 a year. So it's something that public and private partnerships need to tackle. So last week we did announce that we are committed to training a million professionals over the next five years. We're very excited about that. We're tackling this problem in many, many ways. And this really helps our customers and our partners. If you really think about it, in addition to the lack of skills, they're really tackling cybersecurity surface that's constantly changing. In our most recent FortiGuard's threat report, we saw that ransomware alone went up 10 times over the last year. So it's something that we all have to focus on going forward. And this is our way of helping the industry overall. >> It's a huge opportunity. I had the opportunity several times to speak with Derek Manky and John Maddison over the summer, and just looking at what happened in the first half, the threat landscape, we spoke last year, looking at the second half, and ransomware as a service, the amount of money that's involved in that. The fact that we are in this, as Fortinet says, this work from anywhere environment, which is probably going to be somewhat persistent with the attack surface expanding, devices on corporate networks out of the home, there's a huge opportunity for people to get educated, trained, and have a great job in cybersecurity. >> Absolutely, I like to say there's no job security like cybersecurity, and it is. I mean, I've only been in this industry about, I'm coming up on six years, and it's definitely the most dynamic industry of all of the IT areas that I've worked in. The opportunities are endless, which is why it's a little bit frustrating to see this big gap in skills, particularly around the area of women and minorities. Women make up about 20%, and minorities are even less, maybe about 3%. And so this is a huge focus of ours. And so through our Training Advancement Agenda, our TAA initiative, we have several different pillars to attack this problem. And at the core of that is our Network Security Expert Training or NSC training and certification program. We made that freely available to everybody at the beginning of COVID. It was so successful, at one point we we're seeing someone register every five minutes. And that was so successful, we extended that indefinitely. And so to date, we've had about almost 700,000 certifications. So it's just an amazing program. The other pillars are Security Academy Program, where we partner with nonprofits and academia to train young students. And we have something like 419 academies in 88 countries. >> Lisa: Wow. >> And then the other area that's very important to us is our Veterans Program. You know, we have about 250,000 veterans every year, transfer out of the service, looking for other jobs in the private sector. And so not only do we provide our training free, but we do resume building, mentoring, all of these types of initiatives. And we've trained about 2,000 veterans and spouses, and about 350 of those have successfully got jobs. So that's something we'll continue to focus on. >> That's such a great effort. As the daughter of a Vietnam combat veteran, that really just hits me right in the heart. But it's something that you guys have been dedicated for. This isn't something new, this isn't something that is coming out of a result of the recent executive order from the Biden administration. Fortinet has been focused on training and helping to close that gap for a while. >> That's exactly true. While we made the commitment to train a million people on the heels of the Biden administration at Cybersecurity Summit about two weeks ago, we have been focused on this for many years. And actually, a lot of the global companies that were part of that summit happened to be partners on this initiative with us. For example, we work with the World Economic Forum, IBM, and Salesforce offer our NSC training on their training platforms. And this is an area that we think it's really important and we'll continue to partner with larger organizations over time. We're also working with a lot of universities, both in the Bay Area, local like Berkeley, and Stanford and others to train more people. So it's definitely a big commitment for us and has been for many years. >> It'll be exciting to see over the next few years, the results of this program, which I'm sure will be successful. Talk to me a little bit about this event here. Fortinet is 100% partner driven company, more than 300 or so partners and customers here. Tell me a little bit about what some of the interesting topics are that are going to be discussed today. >> Sure, yeah, so we're delighted to bring our partners and customers together. They will be discussing some of the latest innovations in cybersecurity, as well as some of the challenges and opportunities. We are seeing, you know, during COVID we saw a lot of change with regards to cybersecurity, especially with remote working. So we'll discuss our partnership with LYNX that we just announced. We'll also be talking about some of the emerging technologies like CTNA, 5G, SASE, cloud, and really understanding how we can best help protect our customers and our partners. So it's very exciting. In addition to our Technology Summit, we have a technology exhibition here with many of our big sponsors and partners. So it's definitely going to be a lot of dynamic conversation over the next few days. >> We've seen so much change in the last year and a half. That's just an understatement. But one of the things that you touched on this a minute ago, and we're all feeling this is is when we all had to shift to work from home. And here we are using corporate devices on home networks. We're using more devices, the edge is expanding, and that became a huge security challenge for enterprises to figure out how do we secure this. Because for some percentage, and I think John Maddison mentioned a few months ago to me, at least 25% will probably stay remote. Enterprises have to figure out how to keep their data secure as people are often the weakest link. Tell me about what you guys announced with LYNX that will help facilitate that. >> Well, we're announcing an enterprise grade security offering for people who are working remotely. And the nice thing about this offering is it's very easy to set up and implement, so consumers and others can easily set this up. It also provides a dashboard for the enterprise, IT organization to, they can see who's on the network, devices, everything else. So this should really help because we did see a big increase in attacks, really targeting remote workers. As cyber criminals try to use their home as a foothold into the enterprise. So we're very excited about this partnership, and definitely see big demand for this going forward. >> Well, can you tell me about the go-to market for that and where can enterprises and people get it? >> Well, we're still working through that. I know you'll talk with John later on, he'll have more details on that. But definitely, we'll be targeting both of our different sets of customers and the channel for this. And I definitely think this is something that will, it's something that enterprises are definitely looking for, and there'll be more to come on this over the next few months. >> It's so needed. The threat landscape just exploded last year, and it's in a- >> Sandra: Yeah, absolutely. >> Suddenly your home. Maybe your kids are home, your spouse is working, you're distracted, ransomware, phishing emails, so legitimate. >> Sandra: They do. >> Lisa: But the need for what you're doing with LYNX is absolutely essential these days. >> Sandra: Yeah, these threats are so sophisticated. They're really difficult. And the other thing we did in addition to LYNX was as we got into COVID, we saw that, or the most successful organizations were really using this as an opportunity to invest for the longterm in cybersecurity. We also saw that, and this continues to be the case that, the insider threat continues to be one of the biggest challenges, where an employee will accidentally hit on a phishing email. So we did roll out an infosec awareness training, and we made that free for all of our customers and partners. So we're trying to do everything we can to really help our customers through this demanding time. >> Lisa: Right, what are some of the feedback that you're hearing from customers? I'm sure they're very appreciative of the education, the training, the focus effort from Fortinet. >> Sandra: Absolutely, it's definitely huge. And more and more we're seeing partners who want to work with us and collaborate with us on these initiatives. We've had a really positive response from some of the companies that I mentioned earlier, some of the big global names. And we're very excited about that. So we feel like we have some key initiatives on pillars, and we'll continue to expand on those and bring more partners to work with us over time. >> Lisa: Expansion as the business is growing amazingly well. Tell me a little bit about that. >> Sandra: Yeah, I think, in our last quarter we announced our largest billings growth for many, many years. And so, Fortinet, we're been very fortunate over the last few years, has continued to grow faster than the market. We now have half a million customers, and I think our platform approach to security is really being adopted heavily. And we continue to see a lot of momentum, especially around our solutions like SD-WAN. I think we're the only vendor who provides security in SD-WAN appliance. And so that's been a key differentiator for us. The other thing that's increasingly important, especially with the rollout of 5G is performance. And, you know, Fortinet, from the very beginning, created its own customized ASX or SPU, which really provides the best performance in security compute ratings in the industry. So all of this is really helping us with our growth, and we're very excited about the opportunities ahead. >> Lisa: And last question, on that front, what are some of the things that you're excited about as we wrap up 2021 calendar year and go into 2022? >> Sandra: Well, this been very exciting year for Fortinet. And I think we're in a great position to take advantage of many of the different growth areas we're seeing in this new and changing space. And, you know, we're all on board and ready to take advantage of those opportunities, and really fire ahead. >> Lisa: Fire ahead, I like that. Sandra, thank you so much for joining me today, talking about the commitment, the long standing commitment that Fortinet has to training everybody from all ages, academia, veterans, to help close that cybersecurity skills gap. And such an interesting time that we've had. There's so much opportunity, and it's great to see how committed you are to helping provide those opportunities to people of all ages, races, you name it. >> Sandra: Thank you, Lisa, I really appreciate it. >> Lisa: Ah, likewise. For Sandra Wheatley, I'm Lisa Martin. You're watching theCube at the Fortinet Championship Security Summit. (soft bright music)

Published Date : Sep 14 2021

SUMMARY :

the globe, it's theCUBE, the PGA Tour Kickoff to the 2021-2022 Thank you for having me. Fortinet and the PGA Tour? And so some of the proceeds for about the next five years. in the next five years. and private partnerships need to tackle. happened in the first half, and it's definitely the in the private sector. and helping to close that gap for a while. on the heels of the Biden administration the results of this program, So it's definitely going to be But one of the things that you And the nice thing about this offering and the channel for this. It's so needed. so legitimate. Lisa: But the need for and this continues to be the case that, appreciative of the education, from some of the companies Lisa: Expansion as the business from the very beginning, the different growth areas and it's great to see I really appreciate it. at the Fortinet Championship

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
SandraPERSON

0.99+

JohnPERSON

0.99+

FortinetORGANIZATION

0.99+

IBMORGANIZATION

0.99+

Lisa MartinPERSON

0.99+

LYNXORGANIZATION

0.99+

Sandra WheatleyPERSON

0.99+

LisaPERSON

0.99+

six yearsQUANTITY

0.99+

10 timesQUANTITY

0.99+

Derek MankyPERSON

0.99+

John MaddisonPERSON

0.99+

2022DATE

0.99+

2021DATE

0.99+

SalesforceORGANIZATION

0.99+

last yearDATE

0.99+

100%QUANTITY

0.99+

last weekDATE

0.99+

oneQUANTITY

0.99+

419 academiesQUANTITY

0.99+

Bay AreaLOCATION

0.99+

OneQUANTITY

0.99+

one million peopleQUANTITY

0.99+

first halfQUANTITY

0.99+

FortiGuardORGANIZATION

0.99+

second halfQUANTITY

0.99+

more than 300QUANTITY

0.99+

about 3%QUANTITY

0.99+

88 countriesQUANTITY

0.99+

a million professionalsQUANTITY

0.99+

about 20%QUANTITY

0.98+

half a million customersQUANTITY

0.98+

Fortinet Championship Security SummitEVENT

0.98+

Cybersecurity SummitEVENT

0.98+

four million professionalsQUANTITY

0.98+

StanfordORGANIZATION

0.98+

World Economic ForumORGANIZATION

0.98+

BidenORGANIZATION

0.98+

last quarterDATE

0.98+

bothQUANTITY

0.98+

todayDATE

0.97+

Fortinet ChampionshipEVENT

0.97+

fifth consecutive yearQUANTITY

0.97+

2021-2022 FedEx Regular Season CupEVENT

0.97+

about 3.1 million professionalsQUANTITY

0.97+

Fortinet Security SummitEVENT

0.96+

about 400,000 a yearQUANTITY

0.96+

about 350QUANTITY

0.96+

about 250,000 veteransQUANTITY

0.96+

VietnamLOCATION

0.95+

last year and a halfDATE

0.95+

Fortinet Security Summit 2021EVENT

0.94+

a million peopleQUANTITY

0.94+

firstQUANTITY

0.94+

threeQUANTITY

0.94+

Rashmi Kumar, HPE | HPE Discover 2021


 

(bright music) >> Welcome back to HPE Discover 2021. My name is Dave Vellante and you're watching theCUBE's virtual coverage of HPE's big customer event. Of course, the virtual edition and we're going to dig into transformations, the role of technology and the role of senior technology leadership. Look, let's face it, HPE has gone through a pretty dramatic transformation itself in the past few years so it makes a great example in case study and with me is Rashmi Kumar who is the senior vice president and CIO at HPE, Rashmi welcome come on inside theCUBE. >> Hi Dave nice to be here. >> Well it's been almost a year since COVID you know changed the world as we know it. How would you say the role of the CIO specifically in generally IT has changed? I mean you got digital, zero trust has gone from buzzword to mandate, digital, everybody was you know complacent about digital in many ways and now it's really accelerated, remote work, hybrid, how do you see it? >> Absolutely, as I said in the last Discover that COVID has been the biggest reason to accelerate digital transformation in the companies. I see CIO's role has changed tremendously in the last 15 months. It's no more just keep the operations running, that's become a table stake. Our roles have become not only to create digital customer experience, engage with our customers in different ways, but also to transform the company operations from inside out to be able to give that digital experience from beginning to end of the customer engagement going forward. We have also become responsible for switching our strategies around the companies as the COVID hit in different parts of the world at different times and how companies structured their operations to go from one region to another, a global company like HPE had to look into its supply chain differently, had to look into strategies to mitigate the risk that was created because of the supply chain disruptions, as well as you go to taking care of our employees. How do you create this digital collaboration experience where teams can still come together and make the work happen for our end customers? How do we think about future employee engagement when people are not coming into these big buildings and offices and working together, but how do you create the same level of collaboration, coordination, as well as delivery of faster, good and services which is enabled by technology going forward. So CIO and IT's role has gone from giving a different level of customer experience to different level of employee experience, as well as enabling day-to-day operations of the companies. CEOs have realized that digital is the way to go forward, it does not matter what industry you are in and now CIOs have their seat at the table to define what the future of every company now which is a technology company irrespective you are in oil and gas, or mining, or a technical product, or a car or a mobility company, end of the day you have to act and behave like a technology company. >> So I want to ask you about that because you've been a CIO at a leading technology provider now for the last three years and you've had previous roles and were, you know non-technical, technology, you know, selling to IT companies and as you point out those worlds are coming together. Everybody's a technology company today. How do you think that changes the role of the CIO because it would always seem to me that there was a difference between a CIO at a tech company you know what I mean by that and a CIO at sort of every other company is, are those two worlds converging? >> Absolutely and it's interesting you pointed out that I have worked in many different industries from healthcare and pharma, to entertainment, to utilities and now at a technology company. End of the day the issues that IT deals with are pretty similar across the organization. What is different here is now my customers are people like me in other industries and I have little bit of an advantage because just having the experience across various ecosystem even that HPE look I was fortunate at HPE because of Antonio's leadership we had top-down mandate to transform how we did business and I talked about my NextGEN IT program in last year's CUBE interview. But at the same time while we were changing our customer, partner's experience from ordering, to order processing, to supply chain, to finance, we decided this pivot of becoming as a service company. And if you think about that pivot, it's pretty common. If it was a technology company or non-technology company. At HPE we were very used to selling a product and coming back three years later at the time of refresh of infrastructure or hardware. That's no more true for us. Now we are becoming an as a service or a subscription company and IT played a major role to enable that quote-to-cash experience which is very different than the traditional experience, around how we stay connected with our customer, how we proactively understand their behavior. I always talk about this term digital exhaust which results into data, which can result into better insight and you can not only upsell, cross-sell because now you have more data about your product usage, but first and foremost give what your customer wants in a much better way because you can proactively understand their needs and wants because you are providing a digital product versus a physical product. So this is the change that most of the companies are now going through. If you look at Domino's transition, they are pizza sellers but they did better because they had better digital experience. If you look at Chipotle, these are food service companies. Ikea which is a furniture manufacturer, across the board we have helped our customers and industries to understand how to become a more digital provider. And remember when HPE says edge to cloud platform as a service, edge is the product, the customers is what we deal with and how do we get that, help them get that data, understand how the product is behaving and then get the information to cloud for further analysis and understanding from the data that comes out of the products that they sell. >> I think you've been at HPE now I think around three years and I've been watching of course for decades, you know HPE, well HP then HPE is, I feel like it's entering now that sort of third phase of its transformation, your phase one was okay we got to figure out how to deal or operate as separate companies, okay, that took some time and then it was okay, now how do we align our resources? And you know what are the waves that we're going to ride? And how do we take our human capital, our investments and what bets do we place? And you're all in on as a service and now it's like okay, you know how do we deliver on all those promises? So pretty massive transformations. You talked about edge to cloud as a service so you've got this huge pivot in your business. What's the technology strategy to support that transformation? >> Yeah, that's a great question. So as I mentioned first, your second phase which was becoming a stand-alone company was the NextGEN IT program where we brought in S4 and 60 related ecosystem application where even in the traditional business there was a realization that we were 120 billion company, we are a 30 billion company, we need different types of technologies as well as more integrated across our product line, across the globe and we, I'm very happy to report that we are the last leg of NextGEN IT transformation. Where we have brought in new customer experience through low-touch or no-touch order processing, a very strong S4 capabilities where we are now able to run all global orders across all our hardware and services business together and I'm happy to report that we have been able to successfully run through the transformation which a typical company of our size would take five or six years to do in around close to three years. But at the same time while we were building this foundation and the capabilities to be able to do order management supply chain and data and analytics platforms, we also made the pivot to go to as a service. Now for as a service and subscription selling, it needs a very different quote-to-cash experience for our customers. And that's where we had bring in platforms like BRIM to do subscription billing, convergent charging and a whole different way to address. But we were lucky to have this transformation completed on which we could bolt on this new capability and we had the data analytics platform built which now these as a service products can also use to drive better insight into our customer behavior as well as how they're using our product real time for our operations teams. >> Well they say follow the money, in theCUBE we love to say follow the data. I mean data is obviously a crucial component of competitive advantage, business value, so talk a little bit more about the role of data, I'm interested in where IT fits. You know a lot of companies they'll have a chief data officer, or a CIO, sometimes they're separate sometimes they work, you know for each other, or CDO works for CIO, how do you guys approach the whole data conversation? >> Yeah that's a great question and has been top of the mind of a lot of CEOs, CIOs, chief digital officers in many different companies. The way we have set it up here is we do have a chief data officer and we do have a head of technology and platform and data lake within IT. Look the way I see is that I call the term data torture. If they have multiple data lakes, if they have multiple data locations and the data is not coming together at one place at the first time that it comes out to the source system, we end up with data swamps and it's very difficult to drive insights, it's very difficult to have single version of truth. So HPE had two-pronged approach. First one was as part of this NextGEN IT transformation we embarked upon the journey first of all to define our customers and products in a very uniform way across the globe. It's called entity master data and product master data program. These were very, very difficult program. We are now happy to report that we can understand the customer from cold stage to servicing stage beginning to end across all our system. It's been a tough journey but it was effort well spent. At the same time while we were building this master data capability we also invested time in our analytics platform. Because we are generating so much data now globally as one footprint, how do we link our data lake to our SAP and Salesforce and all these systems where our customer data flows through and create analytics and insight from it from our customers or our operations team. At the same time we also created a chief data officer role where the responsibility is really to drive business from understanding what decision making and analytics they need around product, around customer, around their usage around their experience to be able to drive better alignment with our customers and products going forward. So this creates efficiencies in the organization. If you have a leader who is taking care of your platforms and data, building single source of truth and you have a leader who is propagating this mature notion of handling data as enterprise data and driving that focus on understanding the metrics and the insight that the businesses need to drive better customer alignment, that's when we gain those efficiencies and behind the scenes the chief data officer and the data leader within my organization work very, very closely to understand each other needs, sometimes art of the possible, where do we need the data processing? Is it at the edge? Is it in the cloud? What's the best way to drive the technology and the platform forward? And they kind of rely on each other's knowledge and intelligence to give us superior results. And I have done data analytics in many different companies, this model works. Where you have focus on insight and analytics without, because data without insight is of no value. But at the same time you need clean data, you need efficient, fast platforms to process that insight at the functional non-functional requirement that our business partners have. And that's how we have established in here and we have seen many successes recently as of now. >> I want to ask you a kind of a harder, maybe it's not a harder question it's a weird question around single version of the truth. 'Cause it's clearly a challenge for organizations and there's many applications, workloads that require that single version of the truth, the operational systems, the transaction systems, the HR, the Salesforce and clearly you have to have a single version of the truth. I feel like, however we're on the cusp of a new era where business lines see an opportunity for whatever, their own truth to work with a partner to create some kind of new data product. And it's early days in that but I wonder, maybe not the right question for HPE but I wonder if you see it with in your ecosystems where it's yes, single version of truth is sort of one class of data and analytics got to have that nailed down, data quality, everything else. But then there's this sort of artistic version of the data where business people need more freedom, they need more latitude to create. Are you seeing that? Maybe you can help me put that into context. >> That's a great question Dave and I'm glad you asked it so. I think Tom Davenport, who is known in the data space talks about the offensive and the defensive use cases of leveraging data. I think the piece that you talked about where it's clean, it's pristine, it's quality, it's all that, most of those offer the offensive use cases where you are improving companies' operations incrementally because you have very clean data, you have very good understanding of how my territories are doing, how my customers are doing, how my products are doing, how am I meeting my SLAs or how my financials are looking, there's no room for failure in that area. The other area is though which works on the same set of data. It's not a different set of data but the need is more around finding needles in the haystack to come up with new needs, new wants in customers or new business models that we go with. The way we have done it is we do take this data, take out what's not allowed for everybody to be seen and then what we call is a private space but that's this entire data available to our business leader not real time, because the need is not as real time because they are doing more, what we call this predictive analytics to be able to leverage the same data set and run their analytics. And we work very closely with business units, we educate them, we tell them how to leverage this data set and use it and gather their feedback to understand what they need in that space to continue to run with their analytics. I think as we talk about hindsight, insight and foresight, hindsight and insight happens more from this clean data lakes where you have authenticity, you have quality and then most of the foresight happens in a different space where the users have more leverage to use data in many different ways to drive analytics and insights which is not readily available. >> Great thank you for that. That's an interesting discussion. You know digital transformation it's a journey and it's going to take you know many years. I know a lot of ways, not a lot of ways, 2020 was a forced march to digital you know. If you weren't a digital business you were out of business and so you really didn't have much time to plan. So now organizations are stepping back saying, okay, let's really lean into our strategy, the journey and along the way, there's going to be blind spots, there's bumps in the road, when you look out what are the potential disruptions that you see maybe in terms of how companies are currently approaching their digital transformations? >> That's a great question Dave and I'm going to take a little bit more longer-term view on this topic, right? And what's top of my mind recently is the whole topic of ESG, environmental, social and governance. Most of the companies have governance in place right? Because they are either public companies, or they're under some kind of scrutiny from different regulatory bodies or whatnot even if you're a startup you need to do things with our customers and whatnot. It has been there for companies, it continues to be there. We the public companies are very good at making sure that we have the right compliance, right privacy, right governance in place. Now we'll talk about cybersecurity I think that creates a whole new challenge in that governance space, however we have the setup within our companies to be able to handle that challenge. Now, when we go to social, what happened last year was really important. And now as each and every company we need to think about what are we doing from our perspective to play our part in that and not only the bigger companies, leaders at our level I would say that between last March and this year I have hired more than 400 people during pandemic which was all virtual, but me and my team have made sure that we are doing the right thing to drive inclusion and diversity which is also very big objective for HPE and Antonio himself has been very active in various round tables in US at the World Economic Forum level and I think it's really important for companies to create that opportunity, remove that disparity that's there for the underserved communities. If we want to continue to be successful in this world to create innovative product and services we need to sell it to the broader cross section of populations and to be able to do that we need to bring them in our fold and enable them to create that equal consumption capabilities across different sets of people. HPE has taken many initiatives and so are many companies. I feel like the momentum that companies have now created around the topic of equality is very important. I'm also very excited to see that a lot of startups are now coming up to serve that 99% versus just the shiny ones as you know in the Bay Area to create better delivery methods of food or products right? But the third piece which is environmental is extremely important as well. As we have seen recently in many companies and where even the dollar or the economic value is flowing are around the companies which are serious about environmental. HPE recently published it's a Living Progress Report, we have been in the forefront of innovation to reduce carbon emissions, we help our customers through those processes. Again, if we don't, if our planet is on fire none of us will exist right? So we all have to do that every little part to be able to do better. And I'm happy to report I myself as a person solar panels, battery, electric cars, whatever I can do. But I think something more needs to happen right? Where as an individual I need to pitch in but maybe utilities will be so green in the future that I don't need to put panels on my roof which again creates a different kind of race going forward. So when you ask me about disruptions, I personally feel that successful company like ours have to have ESG top of their mind and think of product and services from that perspective, which creates equal opportunity for people, which creates better environment sustainability going forward and you know our customers, our investors are very interested in seeing what we are doing to be able to serve that cause for bigger cross section of companies. And I'm most of the time very happy to share with my CIO cohort around how our HPEFS capabilities creates or feeds into the circular economy, how much e-waste we have recycled or kept it off of landfills, our green lake capabilities, how it reduces the e-waste going forward, as well as our sustainability initiatives which can help other CIOs to be more carbon neutral going forward as well. >> You know that's a great answer Rashmi thank you for that 'cause I got to tell you I hear a lot of mumbo jumbo about ESG but that was a very substantive, thoughtful response that I think tech companies in particular are, have to lead and are leading in this area. So I really appreciate that sentiment. I want to end with a very important topic which is cyber it's, obviously you know escalated in the news the last several months, it's always in the news but, you know 10 or 15 years ago there was this mentality of failure equals fire. And now we realize, hey they're going to get in, it's how you handle it. Cyber has become a board-level topic. You know years ago there was a lot of discussion, oh you can't have the SecOps team working for the CIO because that's like the fox watching the hen house that's changed. It's been a real awakening, a kind of a rude awakening so the world is now more virtual, you've got a secure physical assets. I mean any knucklehead can now become a ransomware attacker, they can buy ransomware as a service in the dark web so that's something we've never seen before. You're seeing supply chains get hacked and self-forming malware I mean it's a really scary time. So you've got these intellectual assets it's a top priority for organizations. Are you seeing a convergence of the CISO role, the CIO role, the line of business roles relative to sort of prior years in terms of driving security throughout organizations? >> Yeah this is a great question and this was a big discussion at my public board meeting a couple of days ago. It's, as I talk about many topics, if you think digital, if you think data, if you think ESG, it's no more one organization's business, it's now everybody's responsibility. I saw a Wall Street Journal article a couple of days ago where somebody has compared cyber to 9/11 type scenario that if it happens for a company that's the level of impact you feel on your operations. So, you know all models are going to change where CISO reports to CIO, at HPE we are also into product security and that's why CISO is a peer of mine who I work with very closely, who also worked with product teams where we are saving our customers from lot of pain in this space going forward and HPE itself is investing enormous amount of efforts and time in coming out of products which are secure and are not vulnerable to these types of attacks. The way I see it is CISO role has become extremely critical in every company and a big part of that role is to make people understand that cybersecurity is also everybody's responsibility. That's why an IT we propagate DevSecOps, as we talk about it we are very, very careful about picking the right products and services. This is one area where companies cannot shy away from investing. You have to continuously looking at cybersecurity architecture, you have to continuously look at and understand where the gaps are and how do we switch our product or service that we use from the providers to make sure our companies stay secure. The training not only for individual employees around anti-phishing or what does cybersecurity mean, but also to the executive committee and to the board around what cyber security means, what zero trust means, but at the same time doing drive-ins. We did it for business continuity and disaster recovery before, now it is time we do it for a ransomware attack and stay prepared. As you mentioned and we all say in tech community, it's always if not when. No company can take them their chest and say, "oh we are fully secure," because something can happen going forward. But what is the readiness for something that can happen? It has to be handled at the same risk level as a pandemic, or a earthquake, or a natural disaster and assume that it's going to happen and how as a company we will behave when something like this happens. So I'm huge believer in the framework of protect, detect, govern and respond as these things happen. So we need to have exercises within the company to ensure that everybody's aware of the part that they play day to day but at the same time when some event happen and making sure we do very periodic reviews of IT and cyber practices across the company, there is no more differentiation between IT and OT. That was 10 years ago. I remember working with different industries where OT was totally out of reach of IT and guess what happened? WannaCry and Petya and XP machines were still running your supply chains and they were not protected. So, if it's a technology it needs to be protected. That's the mindset people need to go with. Invest in education, training, awareness of your employees, your management committee, your board and do frequent exercises to understand how to respond when something like this happen. See it's a big responsibility to protect our customer data, our customer's operations and we all need to be responsible and accountable to be able to provide all our product and services to our customers when something unforeseen like this happens. >> Rashmi you're very generous with your time thank you so much for coming back in theCUBE it was great to have you again. >> Thank you Dave, it was really nice chatting with you. >> And thanks for being with us for our ongoing coverage of HPE Discover '21. This is Dave Vellante you're watching the virtual CUBE, the leader in digital tech coverage we'll be right back. (bright music)

Published Date : Jun 23 2021

SUMMARY :

and the role of senior was you know complacent end of the day you have to act and behave and as you point out those and how do we get that, and what bets do we place? and the capabilities to be about the role of data, that the businesses need to and clearly you have to have and the defensive use cases and it's going to take and to be able to do that 'cause I got to tell you I and assume that it's going to it was great to have you again. Thank you Dave, it was the leader in digital tech

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
DavePERSON

0.99+

Alex MarsonPERSON

0.99+

AndyPERSON

0.99+

Andy ThuraiPERSON

0.99+

Dave VellantePERSON

0.99+

AWSORGANIZATION

0.99+

IBMORGANIZATION

0.99+

Ken SchiffmanPERSON

0.99+

Tom DavenportPERSON

0.99+

AMEXORGANIZATION

0.99+

MicrosoftORGANIZATION

0.99+

Cheryl KnightPERSON

0.99+

Rashmi KumarPERSON

0.99+

Rob HoofPERSON

0.99+

GoogleORGANIZATION

0.99+

UberORGANIZATION

0.99+

KenPERSON

0.99+

OracleORGANIZATION

0.99+

OctoberDATE

0.99+

6%QUANTITY

0.99+

$40QUANTITY

0.99+

January 21DATE

0.99+

ChipotleORGANIZATION

0.99+

$15 billionQUANTITY

0.99+

fiveQUANTITY

0.99+

RashmiPERSON

0.99+

$50,000QUANTITY

0.99+

$60QUANTITY

0.99+

USLOCATION

0.99+

JanuaryDATE

0.99+

AntonioPERSON

0.99+

John AkersPERSON

0.99+

Warren BuffetPERSON

0.99+

late 2018DATE

0.99+

IkeaORGANIZATION

0.99+

American ExpressORGANIZATION

0.99+

MITORGANIZATION

0.99+

PWCORGANIZATION

0.99+

99%QUANTITY

0.99+

HPEORGANIZATION

0.99+

DominoORGANIZATION

0.99+

ArvindPERSON

0.99+

Palo AltoLOCATION

0.99+

30 billionQUANTITY

0.99+

last yearDATE

0.99+

Constellation ResearchORGANIZATION

0.99+

GerstnerPERSON

0.99+

120 billionQUANTITY

0.99+

$100,000QUANTITY

0.99+

CB Bohn, Principal Data Engineer, Microfocus | The Convergence of File and Object


 

>> Announcer: From around the globe it's theCUBE. Presenting the Convergence of File and Object brought to you by Pure Storage. >> Okay now we're going to get the customer perspective on object and we'll talk about the convergence of file and object, but really focusing on the object pieces this is a content program that's being made possible by Pure Storage and it's co-created with theCUBE. Christopher CB Bohn is here. He's a lead architect for MicroFocus the enterprise data warehouse and principal data engineer at MicroFocus. CB welcome good to see you. >> Thanks Dave good to be here. >> So tell us more about your role at Microfocus it's a pan Microfocus role because we know the company is a multi-national software firm it acquired the software assets of HP of course including Vertica tell us where you fit. >> Yeah so Microfocus is you know, it's like I can says it's wide, worldwide company that it sells a lot of software products all over the place to governments and so forth. And it also grows often by acquiring other companies. So there is there the problem of integrating new companies and their data. And so what's happened over the years is that they've had a number of different discreet data systems so you've got this data spread all over the place and they've never been able to get a full complete introspection on the entire business because of that. So my role was come in, design a central data repository and an enterprise data warehouse, that all reporting could be generated against. And so that's what we're doing and we selected Vertica as the EDW system and Pure Storage FlashBlade as the communal repository. >> Okay so you obviously had experience with with Vertica in your previous role, so it's not like you were starting from scratch, but paint a picture of what life was like before you embarked on this sort of consolidated approach to your data warehouse. Was it just dispared data all over the place? A lot of M and A going on, where did the data live? >> CB: So >> Right so again the data is all over the place including under people's desks and just dedicated you know their own private SQL servers, It, a lot of data in a Microfocus is one on SQL server, which has pros and cons. Cause that's a great transactional database but it's not really good for analytics in my opinion. So but a lot of stuff was running on that, they had one Vertica instance that was doing some select reporting. Wasn't a very powerful system and it was what they call Vertica enterprise mode where it had dedicated nodes which had the compute and storage in the same locus on each server okay. So Vertica Eon mode is a whole new world because it separates compute from storage. Okay and at first was implemented in AWS so that you could spin up you know different numbers of compute nodes and they all share the same communal storage. But there has been a demand for that kind of capability, but in an on-prem situation. Okay so Pure storage was the first vendor to come along and have an S3 emulation that was actually workable. And so Vertica worked with Pure Storage to make that all happen and that's what we're using. >> Yeah I know back when back from where we used to do face-to-face, we would be at you know Pure Accelerate, Vertica was always there it stopped by the booth, see what they're doing so tight integration there. And you mentioned Eon mode and the ability to scale, storage and compute independently. And so and I think Vertica is the only one I know they were the first, I'm not sure anybody else does that both for cloud and on-prem, but so how are you using Eon mode, are you both in AWS and on-prem are you exclusively cloud? Maybe you could describe that a little bit. >> Right so there's a number of internal rules at Microfocus that you know there's, it's not AWS is not approved for their business processes. At least not all of them, they really wanted to be on-prem and all the transactional systems are on-prem. And so we wanted to have the analytics OLAP stuff close to the OLTP stuff right? So that's why they called there, co-located very close to each other. And so we could, what's nice about this situation is that these S3 objects, it's an S3 object store on the Pure Flash Blade. We could copy those over if we needed it to AWS and we could spin up a version of Vertica there, and keep going. It's like a tertiary GR strategy cause we actually have a, we're setting up a second, Flash Blade Vertica system geo located elsewhere for backup and we can get into it if you want to talk about how the latest version of the Pure software for the Flash Blade allows synchronization across network boundaries of those Flash Blade which is really nice because if, you know there's a giant sinkhole opens up under our Koll of facility and we lose that thing then we just have to switch to DNS. And we were back in business of the DR. And then the third one was to go, we could copy those objects over to AWS and be up and running there. So we're feeling pretty confident about being able to weather whatever comes along. >> Yeah I'm actually very interested in that conversation but before we go there. you mentioned you want, you're going to have the old lab close to the OLTP, was that for latency reasons, data movement reasons, security, all of the above. >> Yeah it's really all of the above because you know we are operating under the same sub-net. So to gain access to that data, you know you'd have to be within that VPN environment. We didn't want to going out over the public internet. Okay so and just for latency reasons also, you know we have a lot of data and we're continually doing ETL processes into Vertica from our production data, transactional databases. >> Right so they got to be approximate. So I'm interested in so you're using the Pure Flash Blade as an object store, most people think, oh object simple but slow. Not the case for you is that right? >> Not the case at all >> Why is that. >> This thing had hoop It's ripping, well you have to understand about Vertica and the way it stores data. It stores data in what they call storage containers. And those are immutable, okay on disc whether it's on AWS or if you had a enterprise mode Vertica, if you do an update or delete it actually has to go and retrieve that object container from disc and it destroys it and rebuilds it, okay which is why you don't, you want to avoid updates and deletes with vertica because the way it gets its speed is by sorting and ordering and encoding the data on disk. So it can read it really fast. But if you do an operation where you're deleting or updating a record in the middle of that, then you've got to rebuild that entire thing. So that actually matches up really well with S3 object storage because it's kind of the same way, it gets destroyed and rebuilt too okay. So that matches up very well with Vertica and we were able to design the system so that it's a panda only. Now we have some reports that we're running in SQL server. Okay which we're taking seven days. So we moved that to Vertica from SQL server and we rewrote the queries, which were had, which had been written in TC SQL with a bunch of loops and so forth and we were to get, this is amazing it went from seven days to two seconds, to generate this report. Which has tremendous value to the company because it would have to have this long cycle of seven days to get a new introspection in what they call the knowledge base. And now all of a sudden it's almost on demand two seconds to generate it. That's great and that's because of the way the data is stored. And the S3 you asked about, oh you know it, it's slow, well not in that context. Because what happens really with Vertica Eon mode is that it can, they have, when you set up your compute nodes, they have local storage also which is called the depot. It's kind of a cache okay. So the data will be drawn from the Flash Blade and cached locally. And that was, it was thought when they designed that, oh you know it's that'll cut down on the latency. Okay but it turns out that if you have your compute nodes close meaning minimal hops to the Flash Blade that you can actually tell Vertica, you know don't even bother caching that stuff just read it directly on the fly from the from the Flash Blade and the performance is still really good. It depends on your situation. But I know for example a major telecom company that uses the same topologies we're talking about here they did the same thing. They just dropped the cache cause the Flash Blade was able to deliver the data fast enough. >> So that's, you're talking about that's speed of light issues and just the overhead of switching infrastructure is that, it's eliminated and so as a result you can go directly to the storage array? >> That's correct yeah, it's like, it's fast enough that it's almost as if it's local to the compute node. But every situation is different depending on your needs. If you've got like a few tables that are heavily used, then yeah put them in the cache because that'll be probably a little bit faster. But if you're have a lot of ad hoc queries that are going on, you know you may exceed the storage of the local cache and then you're better off having it just read directly from the, from the Flash Blade. >> Got it so it's >> Okay. >> It's an append only approach. So you're not >> Right >> Overwriting on a record, so but then what you have automatically re index and that's the intelligence of the system. how does that work? >> Oh this is where we did a little bit of magic. There's not really anything like magic but I'll tell you what it is I mean. ( Dave laughing) Vertica does not have indexes. They don't exist. Instead I told you earlier that it gets a speed by sorting and encoding the data on disk and ordering it right. So when you've got an append-only situation, the natural question is well if I have a unique record, with let's say ID one, two, three, what happens if I append a new version of that, what happens? Well the way Vertica operates is that there's a thing called a projection which is actually like a materialized columnar data store. And you can have a, what they call a top-K projection, which says only put in this projection the records that meet a certain condition. So there's a field that we like to call a discriminator field which is like okay usually it's the latest update timestamp. So let's say we have record one, two, three and it had yesterday's date and that's the latest version. Now a new version comes in. When the data at load time vertical looks at that and then it looks in the projection and says does this exist already? If it doesn't then it adds it. If it does then that one now goes into that projection okay. And so what you end up having is a projection that is the latest snapshot of the data, which would be like, oh that's the reality of what the table is today okay. But inherent in that is that you now have a table that has all the change history of those records, which is awesome. >> Yeah. >> Because, you often want to go back and revisit, you know what it will happen to you. >> But that materialized view is the most current and the system knows that at least can (murmuring). >> Right so we then create views that draw off from that projection so that our users don't have to worry about any of that. They just get oh and say select from this view and they're getting the latest greatest snapshot of what the reality of the data is right now. But if they want to go back and say, well how did this data look two days ago? That's an easy query for them to do also. So they get the best of both worlds. >> So could you just plug any flash array into your system and achieve the same results or is there anything really unique about Pure? >> Yeah well they're the only ones that have got I think really dialed in the S3 object form because I don't think AWS actually publishes every last detail of that S3 spec. Okay so it had, there's a certain amount of reverse engineering they had to do I think. But they got it right. When we've, a couple maybe a year and a half ago or so there they were like at 99%, but now they worked with Vertica people to make sure that that object format was true to what it should be. So that it works just as if Vertica doesn't care, if it is on AWS or if it's on Pure Flash Blade because Pure did a really good job of dialing in that format and so Vertica doesn't care. It just knows S3, doesn't know what it doesn't care where it's going it just works. >> So the essentially vendor R and D abstracted that complexity so you didn't have to rewrite the application is that right? >> Right, so you know when Vertica ships it's software, you don't get a specific version for Pure or AWS, it's all in one package, and then when you configure it, it knows oh okay well, I'm just pointed at the, you know this port, on the Pure storage Flash Blade, and it just works. >> CB what's your data team look like? How is it evolving? You know a lot of customers I talked to they complain that they struggled to get value out of the data and they don't have the expertise, what does your team look like? How is it, is it changing or did the pandemic change things at all? I wonder if you could bring us up to date on that? >> Yeah but in some ways Microfocus has an advantage in that it's such a widely dispersed across the world company you know it's headquartered in the UK, but I deal with people I'm in the Bay Area, we have people in Mexico, Romania, India. >> Okay enough >> All over the place yeah all over the place. So when this started, it was actually a bigger project it got scaled back, it was almost to the point where it was going to be cut. Okay, but then we said, well let's try to do almost a skunkworks type of thing with reduced staff. And so we're just like a hand. You could count the number of key people on this on one hand. But we got it all together, and it's been a traumatic transformation for the company. Now there's, it's one approval and admiration from the highest echelons of this company that, hey this is really providing value. And the company is starting to get views into their business that they didn't have before. >> That's awesome, I mean, I've watched Microfocus for years. So to me they've always had a, their part of their DNA is private equity I mean they're sharp investors, they do great M and A >> CB: Yeah >> They know how to drive value and they're doing modern M and A, you know, we've seen what they what wait, what they did with SUSE, obviously driving value out of Vertica, they've got a really, some sharp financial people there. So that's they must have loved the the Skunkworks, fast ROI you know, small denominator, big numerator. (laughing) >> Well I think that in this case, smaller is better when you're doing development. You know it's a two-minute cooks type of thing and if you've got people who know what they're doing, you know I've got a lot of experience with Vertica, I've been on the advisory board for Vertica for a long time. >> Right And you know I was able to learn from people who had already, we're like the second or third company to do a Pure Flash Blade Vertica installation, but some of the best companies after they've already done it we are members of the advisory board also. So I learned from the best, and we were able to get this thing up and running quickly and we've got you know, a lot of other, you know handful of other key people who know how to write SQL and so forth to get this up and running quickly. >> Yeah so I mean, look it Pure is a fit I mean I sound like a fan boy, but Pure is all about simplicity, so is object. So that means you don't have to ra, you know worry about wrangling storage and worrying about LANs and all that other nonsense and file names but >> I have burned by hardware in the past you know, where oh okay they built into a price and so they cheap out on stuff like fans or other things in these components fail and the whole thing goes down, but this hardware is super good quality. And so I'm happy with the quality of that we're getting. >> So CB last question. What's next for you? Where do you want to take this initiative? >> Well we are in the process now of, we're when, so I designed a system to combine the best of the Kimball approach to data warehousing and the inland approach okay. And what we do is we bring over all the data we've got and we put it into a pristine staging layer. Okay like I said it's a, because it's append-only, it's essentially a log of all the transactions that are happening in this company, just as they appear okay. And then from the Kimball side of things we're designing the data marts now. So that's what the end users actually interact with. So we're taking the, we're examining the transactional systems to say, how are these business objects created? What's the logic there and we're recreating those logical models in Vertica. So we've done a handful of them so far, and it's working out really well. So going forward we've got a lot of work to do, to create just about every object that the company needs. >> CB you're an awesome guest really always a pleasure talking to you and >> Thank you. >> congratulations and good luck going forward stay safe. >> Thank you, you too Dave. >> All right thank you. And thank you for watching the Convergence of File and Object. This is Dave Vellante for theCUBE. (soft music)

Published Date : Apr 28 2021

SUMMARY :

brought to you by Pure Storage. but really focusing on the object pieces it acquired the software assets of HP all over the place to Okay so you obviously so that you could spin up you know and the ability to scale, and we can get into it if you want to talk security, all of the above. Yeah it's really all of the above Not the case for you is that right? And the S3 you asked about, storage of the local cache So you're not and that's the intelligence of the system. and that's the latest version. you know what it will happen to you. and the system knows that at least the data is right now. in the S3 object form and then when you configure it, I'm in the Bay Area, And the company is starting to get So to me they've always had loved the the Skunkworks, I've been on the advisory a lot of other, you know So that means you don't have to by hardware in the past you know, Where do you want to take this initiative? object that the company needs. congratulations and good And thank you for watching

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
DavePERSON

0.99+

Dave VellantePERSON

0.99+

MexicoLOCATION

0.99+

AWSORGANIZATION

0.99+

MicroFocusORGANIZATION

0.99+

VerticaORGANIZATION

0.99+

UKLOCATION

0.99+

seven daysQUANTITY

0.99+

RomaniaLOCATION

0.99+

99%QUANTITY

0.99+

HPORGANIZATION

0.99+

MicrofocusORGANIZATION

0.99+

two-minuteQUANTITY

0.99+

secondQUANTITY

0.99+

two secondsQUANTITY

0.99+

IndiaLOCATION

0.99+

KimballORGANIZATION

0.99+

Pure StorageORGANIZATION

0.99+

each serverQUANTITY

0.99+

CB BohnPERSON

0.99+

yesterdayDATE

0.99+

two days agoDATE

0.99+

firstQUANTITY

0.99+

Christopher CB BohnPERSON

0.98+

SQLTITLE

0.98+

VerticaTITLE

0.98+

a year and a half agoDATE

0.98+

both worldsQUANTITY

0.98+

Pure Flash BladeCOMMERCIAL_ITEM

0.98+

bothQUANTITY

0.98+

verticaTITLE

0.98+

Bay AreaLOCATION

0.97+

oneQUANTITY

0.97+

Flash BladeCOMMERCIAL_ITEM

0.97+

third oneQUANTITY

0.96+

CBPERSON

0.96+

one packageQUANTITY

0.96+

todayDATE

0.95+

Pure storage Flash BladeCOMMERCIAL_ITEM

0.95+

first vendorQUANTITY

0.95+

pandemicEVENT

0.94+

S3TITLE

0.94+

martsDATE

0.92+

SkunkworksORGANIZATION

0.91+

SUSEORGANIZATION

0.89+

threeQUANTITY

0.87+

S3COMMERCIAL_ITEM

0.87+

third companyQUANTITY

0.84+

Pure Flash Blade VerticaCOMMERCIAL_ITEM

0.83+

Accelerating Your Data driven Journey The HPE Ezmeral Strategic Road Ahead | HPE Ezmeral Day 2021


 

>>Yeah. Okay. Now we're going to dig deeper into HP es moral and try to better understand how it's going to impact customers. And with me to do that are Robert Christensen is the vice president strategy in the office of the C, T. O. And Kumar Srikanth is the chief technology officer and head of software both, of course, with Hewlett Packard Enterprise. Gentlemen, welcome to the program. Thanks for coming on. >>Good seeing you. Thanks for having us. >>Always. Great. Great to see you guys. So, Esmeralda, kind of a interesting name. Catchy name. But tomorrow, what exactly is H P E s bureau? >>Yeah. It's indeed a catchy name. Our branding team done a fantastic job. I believe it's actually a derivation from Esmeralda. The Spanish for Emerald Berlin. Supposed to have some very mystical powers. Um, and they derived as moral from there, and we all actually, initially that we heard it was interesting. Um, so as well was our effort to take all the software, the platform tools that HB has and provide these modern operating platform to the customers and put it under one brand. It has a modern container platform. It has a persistent stories distribute the date of February. It has been foresight, as many of our customers similar, So it's the think of it as a container platform offering for modernization of the civilization of the customers. >>Yeah, it's an interesting to talk about platform, so it's not a lot of times people think product, but you're positioning it as a platform, so it has a broader implications. >>That's very true. So as the customers are thinking of this civilization, modernization containers and microservices, as you know there has become, has become the stable whole. So it's actually a container orchestration platform. It offers open source proven. It is as well as the persistence always bolted to >>so by the way, s moral, I think emerald in Spain, I think in the culture it also has immunity powers as well. So immunity >>from >>lock in and all those other terrible diseases. Maybe it helps us with covid to rob Robert. When you talk to customers, what problems do you probe for that that is immoral. Can can do a good job solving. >>Yeah, they That's a really great question because a lot of times they don't even know what it is that they're trying to solve for, other than just a very narrow use case. But the idea here is to give them a platform by which they can bridge both the public and private environment for what to do an application development specifically in the data side. So when they're looking to bring Container Ization, which originally got started on the public cloud and has moved its way, I should say, become popular in the public cloud and has moved its way on premises. Now Esmeralda really opens the door to three fundamental things. But how do I maintain an open architecture like you're referring to some low or oh, no lock in of my applications And there were two. How do I gain a data fabric or data consistency of accessing the data so I don't have to rewrite those applications when I do move them around and then, lastly, where everybody is heading down, the real value is in the AI ML initiatives that companies are are really bringing that value of their data and locking the data at where the data is being generated and stored. And so the is moral platform is those multiple pieces that I was talking about stacked together to deliver those solutions for the client. >>So come on, what's the How does it work? What's the sort of I p or the secret sauce behind it all? What makes HP different? >>Continuing our team of medical force around, uh, it's a moral platform for optimizing the data Indians who were close. I think I would say there are three unique characteristics of this platform. Number one is actually provides you both an ability to run stable and stateless were close under the same platform, and number two is as we were thinking about. Unlike analogues, covenant is open source. It actually produce you all open source government as well as an orchestration behind you. So you can actually you can provide this hybrid, um, thing that drivers was talking about. And then actually we built the work flows into it. For example, we're actually announced along with Esmeralda MLS, but on their customers can actually do the work flow management. Our own specifically did the work force. So the magic is if you want to see the secrets of is all the efforts that have been gone into some of the I p acquisitions that HBs the more years we should be. Blue Data bar in the nimble emphasize, all these pieces are coming together and providing a modern digitalization platform for the customers. >>So these pieces, they all have a little bit of a machine intelligence in them. Yeah, People used to think of a I as the sort of separate thing, having the same thing with containers, right? But now it's getting embedded in into the stack. What? What is the role of machine intelligence or machine learning in Edinburgh? >>I would take a step back and say, You know this very well. They're the customer's data amount of data that is being generated, and 95% or 98% of data is machine generated, and it has a serious amount of gravity, and it is sitting at the edge, and we were the only the only one that edge to the cloud data fabric that's built. So the number one is that we are bringing computer or a cloud to the data. They're taking the data to the cloud like if you go, it's a cloud like experience that provides the customer. Yeah, is not much value to us if we don't harness the data. So I said this in one of the blood. Of course, we have gone from collecting the data era to the finding insights into the data so that people have used all sorts of analysis that we are to find data is the new oil to the air and the data. And then now you're applications have to be modernized. And nobody wants to write an obligation in a non microservices fashion because you want to build the modernization. So if you bring these three things, I want to have a data. Gravity have lots of data. I had to build an area applications and I want to have an idea those three things I think we bring together to the customs. >>So, Robert, let's stay on customers from it. I mean, you know, I want to understand the business impact, the business case. I mean, why should all the you know, the cloud developers have all the fun? You mentioned that you're bridging the cloud and on Prem, uh, they talk about when you talk to customers and what they are seeing is the business impact. What's the real drivers for them. >>That's a great question because at the end of the day I think the reason survey that was that cost and performance is still the number one requirement for the real close. Second is agility, the speed of which they want to move. And so those two are the top of mind every time. But the thing we find in as moral, which is so impactful, is that nobody brings together the silicon, the hardware, the platform and all that stacked together work and combined, like as moral does with the platforms that we have and specifically, you know, when we start getting 90 92 93% utilization out of ai ml workloads on very expensive hardware, it really, really is a competitive advantage over a public cloud offering which does not offer those kind of services. And the cost models are so significantly different. So we do that by collapsing the stack. We take out as much intellectual property, give me, um, as much software pieces that are necessary. So we are closest to the silicon closest to the applications bring into the hardware itself, meaning that we can inter leave the applications, meaning that you can get to true multi tendency on a particular platform that allows you to deliver a cost optimized solution. So when you talk about the money side, absolutely. There's just nothing out there and then on the second side, which is agility. Um, one of the things that we know is today is that applications need to be built in pipelines. Right? This is something that has been established now for quite some time now. That's really making its way on premises. And what Kumar was talking about was, how do we modernize? How do we do that? Well, there's going to be something that you want to break into Microservices and containers. There's something you don't now the ones that they're going to do that they're gonna get that speed and motion etcetera out of the gate. And they can put that on premises, which is relatively new these days to the on premises world. So we think both will be the advantage. >>Okay, I want to unpack that a little bit. So the cost is clearly really 90 plus percent utilization. I mean, come on. You know, even even a pre virtualization. We know what it was like even with virtualization, you never really got that high. I mean, people would talk about it, but are you really able to sustain that in real world workloads? >>Yeah, I think when you I think when you when you make your exchangeable currency into small pieces, you can insert them into many areas. And we have one customer was running 18 containers on a single server and each of those containers, as you know, early days of data. You actually modernized what we consider we won containers of micro B. Um, so if you actually build these microservices and you have all anti affinity rules and you have rationing formulas all correctly, you can pack being part of these things extremely violent. We have seen this again. It's not a guarantee. It all depends on your application and your I mean, as an engineer, we want to always understand how this can be that sport. But it is a very modern utilization of the platform with the data and once you know where the data is, and then it becomes very easy to match those >>now. The other piece of the value proposition that I heard Robert is it's basically an integrated stack, so I don't have to cobble together a bunch of open source components. It's there. There's legal implications. There's obviously performance implications that I would imagine that resonates is particularly with the enterprise buyer, because they have the time to do all this integration. >>That's a very good point. So there is an interesting, uh, interesting question that enterprise they want to have an open source, so there is no lock in. But they also need help to implement and deploy and manage it because they don't have expertise. And we all know that Katie has actually brought that AP the past layer standardization. So what we have done is we've given the open source and you write to the covenant is happy, but at the same time orchestration, persistent stories, the data fabric, the ai algorithms, all of them are bolted into it. And on the top of that, it's available both as a licensed software and run on Prem. And the same software runs on the Green Lake so you can actually pay as you go and you don't we run it for them in in a collar or or in their own data center. >>Oh, good. I was one of my latter questions, so I can get this as a service paid by the drink. Essentially, I don't have to install a bunch of stuff on Prem and pay >>a perpetual license container at the service and the service in the last Discover. And now it's gone production. So both MLRS is available. You can run it on friends on the top of Admiral Container platform or you can run inside of the Green Bay. >>Robert, are there any specific use case patterns that you see emerging amongst customers? >>Yeah, absolutely. So there's a couple of them. So we have a really nice relationship that we see with any of the Splunk operators that were out there today. Right? So Splunk containerized their operator. That operator is the number one operator, for example, for Splunk, um, in the i t operation side or notifications as well as on the security operation side. So we found that that runs highly effective on top of his moral on top of our platforms that we just talked about what, uh, Kumar just talked about, but I want to also give a little bit of backgrounds to that same operator platform. The way that the Admiral platform has done is that we've been able to make highly active, active with a check availability at 95 nines for that same spark operator on premises on the kubernetes open source, which is, as far as I'm concerned. Very, very high end computer science work. You understand how difficult that is? Uh, that's number one. Number two, you'll see spark just a spark. Workloads as a whole. All right. Nobody handles spark workloads like we do. So we put a container around them, and we put them inside the pipeline of moving people through that basic, uh uh, ml ai pipeline of getting a model through its system through its train and then actually deployed to our MLS pipeline. This is a key fundamental for delivering value in the data space as well. And then, lastly, this is This is really important. When you think about the data fabric that we offer, um, the data fabric itself, it doesn't necessarily have to be bolted with the container platform to container at the actual data. Fabric itself can be deployed underneath a number of our for competitive platforms who don't handle data. Well, we know that we know that they don't handle it very well at all. And we get lots and lots of calls for people say, Hey, can you take your as Merrill data for every and solve my large scale, highly challenging data problems, we say yes. And then when you're ready for a real world full time but enterprise already, container platform would be happy to privilege. >>So you're saying if I'm inferring correctly, you're one of the values? Is your simplifying that whole data pipeline and the whole data science science project? Unintended, I guess. >>Okay, >>that's so so >>absolutely So where does the customer start? I mean, what what are the engagements like? Um, what's the starting point? >>It's being is probably one of the most trusted enterprise supplier for many, many years, and we have a phenomenal workforce of the both. The PowerPoint next is one of the leading world leading support organization. There are many places to start with. The right one is Obviously all these services are available on the green leg as we just start apart and they can start on a pay as you go basis. We have many customers that. Actually, some of the grandfather from the early days of pleaded and map are and they're already running, and they actually improvised on when, as they move into their next generation modernization, um, you can start with simple as metal container platform with persist with the story compared to this operation and can implement as as little as $10 and to start working. Um, and finally, there is a a big company like HP E. As an enterprise company defined next services. It's very easy for the customers to be able to get that support on the day to operation. >>Thank you for watching everybody's day volonte for the Cube. Keep it right there for more great content from Esmeralda. >>A mhm, okay.

Published Date : Mar 17 2021

SUMMARY :

Christensen is the vice president strategy in the office of the C, T. O. And Kumar Srikanth is the chief technology Thanks for having us. Great to see you guys. It has been foresight, as many of our customers similar, So it's the think of Yeah, it's an interesting to talk about platform, so it's not a lot of times people think product, So as the customers are thinking of this civilization, so by the way, s moral, I think emerald in Spain, I think in the culture it also has immunity When you talk to customers, what problems do you probe for that that is immoral. And so the is moral platform is those multiple pieces that I was talking about stacked together So the magic is if you want to see the secrets of is all the efforts What is the role of machine intelligence They're taking the data to the cloud like if you go, it's a cloud like experience that I mean, you know, I want to understand the business impact, But the thing we find in as moral, which is so impactful, So the cost is clearly really 90 plus percent of the platform with the data and once you know where the data is, The other piece of the value proposition that I heard Robert is it's basically an integrated stack, on the Green Lake so you can actually pay as you go and you don't we by the drink. You can run it on friends on the top of Admiral Container platform or you can run inside of the the container platform to container at the actual data. data pipeline and the whole data science science project? It's being is probably one of the most trusted enterprise supplier for many, Thank you for watching everybody's day volonte for the Cube.

SENTIMENT ANALYSIS :

ENTITIES

EntityCategoryConfidence
RobertPERSON

0.99+

SpainLOCATION

0.99+

95%QUANTITY

0.99+

18 containersQUANTITY

0.99+

$10QUANTITY

0.99+

FebruaryDATE

0.99+

EdinburghLOCATION

0.99+

SplunkORGANIZATION

0.99+

twoQUANTITY

0.99+

Robert ChristensenPERSON

0.99+

KatiePERSON

0.99+

98%QUANTITY

0.99+

Hewlett Packard EnterpriseORGANIZATION

0.99+

KumarPERSON

0.99+

Kumar SrikanthPERSON

0.99+

HPORGANIZATION

0.99+

eachQUANTITY

0.99+

SecondQUANTITY

0.99+

H P EORGANIZATION

0.99+

bothQUANTITY

0.99+

T. O.PERSON

0.99+

PowerPointTITLE

0.99+

one customerQUANTITY

0.99+

tomorrowDATE

0.98+

90 plus percentQUANTITY

0.98+

todayDATE

0.98+

oneQUANTITY

0.98+

Emerald BerlinPERSON

0.98+

second sideQUANTITY

0.98+

HPEORGANIZATION

0.97+

three thingsQUANTITY

0.96+

EsmeraldaPERSON

0.96+

Esmeralda MLSORGANIZATION

0.96+

PremORGANIZATION

0.95+

single serverQUANTITY

0.94+

HP E.ORGANIZATION

0.94+

three unique characteristicsQUANTITY

0.93+

SpanishOTHER

0.93+

number twoQUANTITY

0.93+

one brandQUANTITY

0.91+

three fundamental thingsQUANTITY

0.89+

MerrillORGANIZATION

0.85+

Number oneQUANTITY

0.83+

coupleQUANTITY

0.83+

Green LakeORGANIZATION

0.83+

90 92 93%QUANTITY

0.8+

Number twoQUANTITY

0.8+

EzmeralLOCATION

0.8+

BayLOCATION

0.79+

HBORGANIZATION

0.77+

GravityORGANIZATION

0.77+

AdmiralORGANIZATION

0.74+

IzationTITLE

0.73+

robPERSON

0.7+

95 ninesQUANTITY

0.68+

IndiansPERSON

0.68+

DiscoverORGANIZATION

0.67+

GreenORGANIZATION

0.64+

number oneQUANTITY

0.61+

CubeCOMMERCIAL_ITEM

0.57+

Ezmeral DayEVENT

0.55+

2021DATE

0.55+

EsmeraldaORGANIZATION

0.54+

ContainerORGANIZATION

0.5+

AdmiralTITLE

0.49+